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Entity Tax Return Review Instructions

You need to review and sign for each tax return. This process should be fairly straightforward and you can find your return by clicking on the link at the bottom of the reminder email you received.

  1. Check the Financials: Go to the Documents section of your entity’s dashboard. The financial statements there are simple to read. Remember: if it is on the financials, it is on the tax return.
  2. Verify Addresses: Open the tax return document and double-check the entity addresses on the main form, as well as the names and addresses on all partner/shareholder Schedule K-1s.
  3. Approve: If everything is correct, click approve. Once you do, I will immediately send over your electronic filing authorization forms for signature so I can get your return filed.

Have Questions? If you see something that needs to be updated or have questions before you can approve, please do not reply to this email. Instead, please book a quick appointment with me at matchtax.com/contact so we can resolve it together.