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  • Writer's pictureAustinTaxCPAs

Where To Locate Tax Document Checklist

Updated: Jan 18

Simplified Checklist

Our portal has easy access to your tax document checklist:

1) Log in to SecureFilePro™ portal

2) Click ✅"Checklist" on the left toolbar.



Detailed Checklist (Organizer)

Your client organizer has a detailed checklist of items we will need:

1) Log in to SecureFilePro™ portal

2) Click 2022 Tax Organizer

3) Your personalized tax document checklist starts on page 2.






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Q: Is this retainer payment in addition to my tax preparation bill? No, we will apply this retainer payment to your final tax preparation bill. We will bill the remaining balance, if any, at the compl

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