FAQ on Website Registration & Tax Procedure

General Registration & Login:

How do I log in for the first time? Before you can log in, you must complete the registration process. Once you have registered, our team will review your information. You will receive an approval email from us once your account is activated. You can only log in after receiving this confirmation.

What are the different login types? We offer two types of portals depending on your needs:

Personal Login: For individual tax clients.

Business Login: For business tax clients.

Personal Tax Clients:

1. What is my username for the personal portal?

Your username is the email address you used when you first signed up with us.

2.I forgot my password. How do I reset it?

Go to the Personal Login page.

Click on the "Forgot Password" link.

Enter your email address.

Check your inbox for a password reset link and follow the instructions.

Business Tax Clients:

1.What is my username? For Business Tax accounts, your username is your EIN (Employer Identification Number). Please make sure to include the dash (e.g., 12-3456789) when typing it in.

2.How do I reset my business account password?

Go to the Business Login page.

Click the "Forgot Password" link.

Enter your EIN (with the dash).

A reset link will be sent to the email address associated with your business account.

1.How long does it take for my registration to be approved?

After you register, our team manually reviews each account for security. This process typically takes 24 to 48 hours. You will receive an approval email once your account is active.

2. I registered over 48 hours ago and haven't received an email. What should I do?

If you haven't heard from us after two business days, please check your "Spam" or "Junk" folder. If it’s not there, please contact us at tax@greatwaystax.com so we can verify your status.

3.What do I do after I log in for the Personal Tax?

Once you have successfully logged in, look for the Dashboard button on the main menu to select the options.

4.How do I submit my tax documents?

To upload your documents, first complete the Tax Questionnaire. Once the questionnaire is finished, the system will give you the option to upload all your tax documents at once.

5.What if I forgot to upload a document during my first submission?

Don't worry! If you miss a file, simply use the "Upload All Other Tax Documents" option on your dashboard to send additional files to our team.

6.I am an existing client; do I still need to fill out the tax questionnaire?

Yes. We require all clients to complete the questionnaire each year. This ensures we have your most current contact information and are made aware of any life changes—such as a new address, dependents, or financial shifts—that could impact your filings.

Business Tax Clients:

How do I provide my business tax information?

For business accounts, navigate to the option labeled "Tax Questionnaire Upload" to submit your completed forms and business documentation.

Remote Tax Preparation: Frequently Asked Questions

How will I receive my tax return draft?

Once we have processed your documents, we will prepare a draft of your return. We will share this draft with you via email, accompanied by detailed explanations, our professional comments, and any follow-up questions we may have to ensure accuracy.

What should I do after I receive the draft?

We ask that you review the draft carefully. Please respond to our email within one to two business days with any questions or concerns you might have.

Can I speak with someone about my return?

Absolutely. While we handle much of the process via email for speed and documentation, we are happy to schedule a phone call or an in-person appointment to discuss your return or address complex issues in more detail.

How do I sign my final tax return?

After all questions have been resolved and the return is finalized, we will send you a secure link for electronic signature (e-signature). This allows you to sign legally and securely from any device without needing to print or mail documents.

How do I pay for the tax preparation services?

For your convenience, our professional fee will be automatically debited from the same bank account you have designated for your tax refund or tax payment within the return.

What is the typical timeline for the remote process?

While timing depends on the complexity of your documents, we aim for a swift turnaround. You can help speed up the process by responding to our draft comments within 48 hours.