What is the Tax Questionnaire?
The Heard Tax Questionnaire is a form that's used to collect basic information needed in order to begin drafting your tax return. Based on the tax needs you have communicated to us for the 2023 tax year, we’ll use your answers from the Tax Questionnaire so that we may begin filing your tax form.
What will I fill out in my Tax Questionnaire?
You'll review your business's income and expenses and make sure your books are accurate. If you were with us last year, you may remember that we had an "End-of-Year Review" task for you. This year, we've added that task into the Tax Questionnaire to remove redundant work.
You'll answer questions about regarding any major life changes, as well as questions that pertain to possible deductions and credits you may qualify for.
Lastly, we'll ask you to upload documents in the questionnaire; please ensure you have all of your tax documents ready, and that these are uploaded to Heard prior to submission as the survey does lock after submission.
What can I expect from the tax process once I’ve submitted my questionnaire?
- Your assigned tax preparer will reach out to you with additional questions once tax preparation has begun
- They will prepare a draft of your tax return
- They will let you know when your draft return is ready to be reviewed
This process will take 1-2 weeks once tax preparation begins. Once you receive an email from us that preparation has begun, we ask that you be available for the next 7 business days in order to address any questions in a timely manner. A Heard tax team member will also be assigned to you to help assist if you have any questions during this time period!
When are annual taxes due?
Here are the list of filing deadlines for the 2023 tax year, based on your tax designation. We’ll continue to remind you to complete your questionnaire as your filing deadline approaches. You can learn more about the form(s) we are filing for you in the Tax Center!