Submitting a Tax Preparation Request

Submit a request for Tax Preparation

From the client's contact record, start by navigating into the Servicing tab, which is found in the middle panel of the contact record. Select Family Office Services. 

From there, you can select Tax Preparation and proceed to specify the details of the request via the right sidebar pop-up. 

Step 1:

• Select the year you want to submit:
• For this example, it is the pervious year and the current. 

Step 2.

• Type the number of returns you are submitting. 
• Attach the Prep forms.

• Click Submit once the files are fully uploaded. You can now track your ticket.