PCPA provides a comprehensive ONLINE Tax Organizer for clients to fill out, and instructions to upload to Client Portal any applicable tax documents. If you are not sure which tax organizer you need to complete, please refer to your Engagement Letter, or contact us at [email protected]
IMPORTANT DATES – when to submit tax organizers and upload tax documentation to Perpetual CPA Online Client Portal:
IRS generally begins processing tax returns at the end of January each year. We advise our tax clients to complete the tax organizers and upload tax documents for us as early in the tax season as possible. The sooner we prepare and file your tax return, the sooner you can get a refund if one is due. Additionally, with the proliferation of identity theft and fraudulent tax returns, it is a good practice to file tax returns as early in the season as possible, because the IRS will generally only accept the first e-filed tax return, whether fraudulently filed by identity thieves or a real one filed on your behalf.
For Individual Tax Returns: please submit tax organizers and upload tax documentation as early as January 20 and no later than March 31.
For Partnership and Corporation Tax Returns: please submit tax organizers and upload tax documentation as early January 20 and no later than February 28.
Please NOTE – at the beginning of February, and as needed, PCPA will file “zero-tax-due” Tax Return Extensions for all onboarded tax clients. We do this as a precaution, in case any tax clients submit their tax information to us late. Any tax returns with tax information submitted after the dates outlined above, will be pushed out and completed after the April 15 tax deadline. Taxpayers may be subject to a penalty on any unpaid taxes due and interest related to any late filings.
Even with a tax return extension filed, taxpayers who owe taxes must pay them by the original tax return deadline or risk incurring late tax payment penalties and interest. Please contact us, if you know your tax information will be late and you will owe taxes to the IRS and State DOR. We will then prepare a custom Tax Return Extension voucher for you to mail your tax payments to IRS and/or State DOR.