This has certainly been a challenging tax season for many reasons. The Crosslin tax team is currently working remotely to make sure that all of our client deadline needs are met.
As reported today, the IRS has extended the federal tax filing deadline from April 15 to July 15. However, both the federal government and your advisors here at Crosslin encourage you to stick with the April 15 deadline if possible, especially if you anticipate receiving a refund.
It is important we receive your tax information sooner than
later, so we have put together a few thoughts and tips to help. The
“queue line” of returns is building, so please submit your return data as soon
as you can so our team can advise you on whether an extension until July 15
benefits you. *Use your Crosslin
Tax Portal to submit your data.
It can be found at www.clientaxcess.com.
*Your username is your email address. If you don’t have your password, choose “forgot password” to reset it.
*You can scan items into the portal as one document or many, whichever works best for you.
*Do not wait for “one last item” to submit your data. We can get started, then enter that item when it arrives.
*Sign your engagement letter up front to avoid delays in delivering your return. If you do not have a copy of your letter that was sent in early January, let us know and we would be happy to send another to you.
*Allow us to use our affiliated firm in India to assist us in preparation by signing the consent on the last page of your engagement letter (both spouses must sign for joint returns). The cost is lower and the delivery speed faster utilizing the offset time zones. Almost none of the returns for which we are permitted to use that part of our team will be extended.
If you bring data by the office, we still have a small operations team onsite to accept your information.
Our tax team is working remotely to follow suggested guidelines due to the coronavirus emergency. However, we are still easy to reach by phone at 615-320-5500 or you can email your tax team member. If you are unsure of the e-mail, you can use firstname.lastname@example.org.
Please avoid using staples or highlighters on your tax data. Staples slow down our scanning process and highlighted data sometimes does not show up on scans.
If you have a third party that needs to send something to Crosslin securely, please send them to www.crosslinpc.com. They will need to choose the “customer portal” button in the upper right corner to find options for secure transmission of data.
As always, thank you for your business. We want everyone to stay safe and healthy during these turbulent times. Call us at 615-320-5500 with any additional questions or needs.