This is needed to file your taxes, please fill out and sign
(It is in 2 formats for your convience)
Also, Students BEING CLAIMED (ages 14-23) need to fill out the Student info sheet
(It is in 2 formats for your convience)
1. Take your information out of the envelopes.
2. Write notes on a separate piece of paper / sticky note instead of the envelope or folder.
3. Please do not use staples if possible.
4. Please sort papers, income first then expenses.
5. Total your receipts. (Business expenses, donations…etc…)
6. Fill out and sign your information update sheet. (We need this to do your taxes)
7. If you have an appointment, please get us your information at least 4 days prior to your appointment.
Our Tax Portal is available for Current Clients only!
WARNING: PLEASE DO NOT SKIM INSTRUCTIONS FOR LOGGING IN!!!!!
Returning clients - Portal access is going to https://login.atomanager.com/ATOM_WTL/WebInfo.aspx . Email us for an access code and to set password. Then you can create a permanent password and start uploading, any questions, email or call us.
1. Fill out and sign update information sheet
2. Please name you documents as you save them before uploading them.
3. Please sort papers, income first then expenses.
4. Total your receipts. (Business expenses, donations…etc…)
5. Any additional notes please write in a separate message
6. If you have an appointment, please get us your information at least 4 days prior to your appointment.