How To Complete And Submit Your Individual Tax Questionnaire

This guide walks you through navigating our online tax questionnaire, uploading necessary documents, and finalizing your submission. Follow these steps to ensure all your tax information is accurately provided for your return preparation.

Samantha Robinson
29 steps
2 minutes

Fairandcompany

Tip! Trouble signing in? Take a look at our Portal [FAQs ](https://fairandcompany.com/faqs/)or call our office for help!

Portal Access

Open the tax questionnaire invitation email in your email inbox.

Click "Open Questionnaire" to access the portal.

Verify your contact information is correct & check the "Send me notifications via SMS" if you'd like to receive text notifications from our firm. Click "Confirm" to verify your profile information.

Read through the intro message for additional information & Click "Next"

Required Disclosures

- Review the IRS 7216 Disclosure. - If you consent to our offshore team assisting with data entry for your tax return, sign the IRS 7216 Disclosure form. - If you do **not** wish to authorize offshore assistance, please send us a message or call our office. We will remove the signature requirement from your questionnaire and make alternate processing arrangements.

Type your name to sign & click "Next" to proceed to Personal Information.

Organizer Completion

Tip! \ Your questionnaire is a working document until you've clicked "Review and Submit". You can change your answers or upload documents at anytime. \ If you've clicked on "Answer Later" than you can update your questionnaire when you've received the needed information.

Select all the checkboxes that apply to you for the current tax year.

Tip! Any blue underlined text includes explanations. If you hover over the text it will explain in further detail.

Tip! Any blue text you see is hyperlinked, click the text to be taken to the links as needed (purple box outline)

Type in your answers, upload documents or answer follow up questions for the options you selected that apply to you.

For " + New Entry" simply click on green + New Entry button and enter the information needed & hit close.

Click "Next" to continue to Itemized Deductions.

Alert! The Itemized Deduction Section & Business/Rental/Farm Activity Section will only appear in your questionnaire if you mark that they apply to you in the personal information section.

Start entering any applicable info in the Itemized Deduction Section

Click "Add Note" to provide additional context for a specific entry.

Mark questions as "N/A" if they do not apply to your situation.

Click "Answer Later" to set a follow-up reminder for a question.

Click "Schedule Reminder" to save the notification date.

Fill out all entries that apply to you & Select "Yes" if you plan to upload documents for your deductions **in the document checklist section.**

Click "Next" to move to Business, Rental & Farm Activity.

Click the link to download the Business Organizer template if needed.

Upload and attach your required tax and business files.

Click "Next" to proceed to Final Questions.

Select all that apply to you for this tax year, mark as N/A if nothing applies to you and feel free to leave a note with additional information as needed.

Enter in or upload the requested information in the follow up questions. Did you send a document or piece of information to us already? If so select "Provided Elsewhere" & let us know how and/or who you sent it to.

Let us know how you would like to receive a copy of your return & how you prefer to sign to give us permission to e-file. Click "Next" to reach the Document Checklist.

Tip! All progress is saved automatically. If you set a reminder to finish a question/section later, log back in, select the section and answer the question(s) when you have the information to complete the section.

In the document checklist you will have a list of documents based on your prior year return. You can Drag & Drop/Browse for file(s) on your desktop in the top box or upload each document individually to the specific listed document.

If a requested document has already been uploaded, you have already sent it in elsewhere or you plan drop it off, please mark "Provided Elsewhere". If you plan to drop off or mail in documents, please send us a message to let us know.

Tip! If a document you uploaded is not recognized, you can drag & drop it from the "additional documents" section at the bottom to the correct document checklist item or simply select provided elsewhere, and we'll take care of it for you!

Once you've completed the document checklist, click "Next" to review & submit your questionnaire!

Final Submission

Click sections to open them up and review your answers, once you have reviewed your answers check the "I Agree" checkbox to confirm.

Click "Submit" to finalize and send your organizer.

All done! Once you've submitted your questionnaire, your documents will go through our organization process before it goes to prep. Our team will follow up with any open items or questions. Feel free to reach out to us on the portal & check for additional requests to complete your return!