Thank you for completing your tax questionnaire!
Heres what to expect next.
Review your document and information requests
Next, please log in to the Bench Tax app and review your requests for additional documentation and information. These requests are based on your questionnaire responses, and we will need this in order to prepare your tax return. This article provides more information on logging in to the Tax App.
The steps of your filing process with Bench
- Complete your year-end financials with your bookkeeper for the tax year we will be filing for
- Once we've received all of the documentation and information requested and we’ve started preparing your tax return, we'll have a draft tax return for your review within 10 business days.
- If you have both a business and personal tax return with us, we will aim to complete your business return before proceeding with your personal return.
Important things to keep in mind
- Tax returns are processed on a first-come, first-served basis, potentially leading to extensions and filings after federal/state deadlines. See more about extensions here.
- If we're missing essential information about you or your taxes to file your tax returns or extensions on time, Bench isn't liable for penalties, interest or fees due to late filings.
- You are responsible for reviewing the draft tax return prepared by Bench, to ensure it's accurate and complete. This must be done before authorizing Bench to e-file or before mailing them yourself.
- If you would like to review your draft tax return, your Tax Advisor would be happy to do support. Please make this request via email at benchtaxsupport@bench.co, through the Bench App, or by scheduling a call with your Tax Advisor.
- Bench Tax Advisors' calendars fill up quickly at this time of year. Book appointments early to secure your spot.