How does Heyward CPA know what documents are outstanding to complete my filing?

We use our Pipeline process and secure client portal to track your tax documents in real-time. Our system ensures no item is overlooked by following these steps:

1. Customized Document Checklist

• After you sign your engagement letter in Ignition, we create a personalized checklist in your client portal based on:
  • Your prior-year return
  • Known income sources (W-2, 1099s, K-1s)
  • Deductions, credits, and special circumstances (e.g., childcare, business income, investments)

2. Pipeline Document Tracking

• Each required document is listed as a task in Pipeline.
• As you upload documents, tasks automatically mark as “Received.”
• Missing items remain flagged until uploaded and verified by our team.

3. Automated Reminders

• If documents remain outstanding, the system sends email or portal reminders with a secure upload link.
• This avoids back-and-forth emails and keeps all requests in one place.

4. Staff Review & Verification

• Our preparers review uploaded files for accuracy.
• If anything is missing or incomplete (e.g., pages of a brokerage statement), you’ll be notified through the portal with specifics.

5. Real-Time Status Updates

• You can log into your portal at any time to see:
  • Documents received vs. outstanding
  • Status of your return in the pipeline (Preparation, Review, Ready to E-file)
  • Any additional requests before filing

✅ Result: This process ensures we have every document needed to prepare and file your return accurately and on time, with clear visibility for you throughout.