You’ve got this—and we’ve got the links to make it easier.

A quick and (hopefully) helpful checklist for tax season

2023 Tax Documents Checklist 
​     Use this Checklist to help gather your paperwork for your taxes.

💻 Add Us to Your QuickBooks Online (QBO) File

📎​​How to Invite Your Accountant to QBO​

💸 Need to Make an Estimated Payment or Pay a Tax Bill?

How to Make Your IRS Payment Online

How to Make a Pennsylvania Tax Payment Online

How to Setup an IRS Payment Plan

How to Setup a Pennsylvania Payment Plan

🔐 Missing Your IP PIN Letter or Need to Apply for an IP PIN?

​How to get your IP Pin from the IRS

💡 Helpful Tips for Bookkeeping & Tax Prep

Home Office Deduction: What You Need to Know

🧑‍💻 Do You Need an ID.me Account?

Learn More about ID.me