Preparing for Your Appointment

All documents are organized and managed via your Intuit Link account. If you don't have an account setup, please contact info@morsetax.com and we'll setup a free account for you. As a bonus, you'll be able to view and maintain your return history through Morse Tax. 

Step 1 - Gather and Upload your Docs

Sign into your Intuit Link account and follow the step-by-step instructions to upload your documents to the platform. This should be completed 10 days prior to your appointment so that we can verify and prepare your return quickly during the meeting. If you completed your return with us last year, you’ll be able to re-upload the relevant information quickly. If you didn’t complete your return with us last year, the step-by-step guide on the platform will ask you for the following documents (where applicable):

General Income

  • W-2 for employment

  • 1099-MISC for self-employment

  • Schedule K-1 for active or passive partners

Property Deductions

  • 1098 mortgage interest & property taxes paid

  • HUD-1 or closing statement for new owners

Investment Income

  • 1099-INT for bank interest

  • 1099-DIV for dividends

  • 1099-B for stock sales

Dependents

  • Name, date of birth, and federal ID (Social Security Number)

  • Address for each child care provider or after school program/summer camp

Retirement

  • Distribution or contribution form to a retirement plan (401(k), IRA, etc.)

  • Transfer or rollover form from one retirement plan to another

Healthcare

  • 1095-A (Health Insurance Marketplace Statement)

  • 1095-B (Health Coverage)

  • 1095-C (Employer Provided Health Insurance Offer and Coverage) 

Education Credit

  • 1098-E student loan interest

  • 1098-T tuition paid

Donations

  • Receipts for all donations by cash/check and non-cash

 

STEP 2 - BOOK AN APPOINTMENT

You can book an appointment with us on our Book an Appointment page.

 

STEP 3 - DURING YOUR APPOINTMENT

During your appointment, we’ll review all of the documents you previously uploaded into Intuit Link and walk through your return document-by-document. By the end, you’ll have clear numbers of what you owe or what you’ll receive.

 

STEP 4 - SIGNING THE DOCUMENTS

After your appointment, you’ll receive a docusign document which you can sign electronically, online. On signing, your return will automatically be filed. Do not sign this document if you have any questions about your return. The fee for processing the documents is deducted after this step.