Using CompleteTax is Simple.
Once you set up an account and log in to the system, CompleteTax guides you through a brief questionnaire that asks for your name, address, social security number, wages, and other information to assess your tax situation. Each step of the way, CompleteTax provides clear explanations and guidance.
1. Uses your responses to fill out the correct IRS forms.
2. Applies any relevant, new tax laws and performs all calculations.
3. Checks your return for completeness and accuracy.
Take a Break Whenever You Want.
CompleteTax allows you to prepare your tax return at your own pace and finish it when you want.
Throughout the tax interview, you can stop and save your information at anytime, whether it’s to walk your dog, check on the kids, or gather additional tax information. With unlimited access to the program, you can always come back later, login with your User ID and password, and finish.
Your Tax Return Summary.
Once your personal data is entered and CompleteTax finishes preparing the tax return, a Tax Return Summary provides a general overview of your return, including the amount of your refund or the amount you owe the government. The system also produces a list of errors, omissions, or other items that may still need your attention, such as questions you may have missed, wages, number od dependents, or other items you may have overlooked. CompleteTax then helps you resolve these issues.
Print or E-file Your Return.
Once your tax return is complete and you pay the low tax prep fees, you’re ready to electronically file it with the IRS and your state taxing agency. Or if you prefer, you can print, sign and mail your return. The choice is up to you.
