Once your client is matched with an appropriate tax incentive provider and an agreement is signed, the project is kicked off on the TaxCredible platform.
And don’t worry – it’s not a “black box.” Communication is simple, consistent and all in one place.
As the project progresses, you, your client and the provider can upload documents, add notes, see important reminders and receive notifications when changes are made. Everyone involved has visibility, all along the way.
Once the project is finalized, the completed documents are delivered to you and your client.
You’ll have all the information you need to incorporate into the appropriate tax return(s).
Screenshot: TaxCredible Tax Project Page