Client Resources

Preparing for your Appointment

 

• How to Use TaxDome as a Client

• ROR Client Portal Login

• Tax Appointment Checklist
• Tax Organizer

 

Helpful Tax Tools

 

• Valuation Guide for Non-Cash Donors (PDF)
• Valuation Guide for Non-Cash Donors (Excel)
• Vehicle Mileage Tracker - MileIQ
• Business Expenses Worksheet
• Rental Income and Expense Worksheet
• Check Advanced Child Tax Credit Payments
• Check 3rd Economic Impact Payment sent for tax year 2021

 

Paying Your Taxes Online

          Always use the SSN of the first taxpayer listed on the tax return.

• Pay the IRS
• Pay MN Dept of Revenue
• Other States

 

Where's My Refund?

 

• IRS
• Minnesota

 

Where's My Amended Return?

 

• Federal Amended Return Status

 

ID.me + IRS account 

 

• Sign in to access your IRS online benefits and services and create your ID.me account

 

 

     BOI Repoting

 

          BOI Reporting Website

Tax Tips 

 

• Advance Child Tax Credit
• Charitable Contributions Guide
• Child and Dependent Care Credit
• Death of a Taxpayer
• Divorce and Taxes
• Estimated Taxes
• High Income Taxpayers
• Retirement Income
• Saving for Colllege
• Self-Employment Tax
• Social Security and Medicare
• Standard vs Itemized Deduction
• Virtual Currency (Cryptocurrency)
• What Should You Do If You Can't Pay Your Taxes

Maintaining Tax Records

 

The IRS says you must keep your records for as long as they may be needed for the administration of any provision of the Internal Revenue Code, which means you must keep records of items shown on your return until the statute of limitations for that return expires. Checkout this handout for more detailed information.

 

• Recordkeeping for Tax Purposes
• Charitable Contributions Recordkeeping Requirements

Tax Forms

 

• Employee's Withholding Certificate (Form W-4)
• Request for Taxpayer ID Number (Form W-9)
• Change of Address (Form 8822)
• MN Certificate of Rent Paid (CRP)
• How to Get a Wage and Income Transcript from the IRS
• Get a Copy of Your Social Security 1099 (SSA-1099) Tax Form

 

Important News

 

• What To Do If You Receive An IRS Notice
• Protecting Yourself From Tax Scams
• American Rescue Plan Act of 2021
• Child Tax Credit Update Portal
• Advance Child Tax Credit Eligibility Assistant
• MN Tax Law Changes
• Tax News & Updates - June 2021
• Tax News & Updates - Sept 2021
• Tax News & Updates - Dec 2021

• Getting Ready for 2022 Taxes*

• 2022 Secure Act 2.0*

* - Indicates New or Recent Addition