Welcome to the Jack Ross Tax Portal Guide
In this article, we will explain how to enter your tax information quickly and securely into our Tax Portal.
STEP 1: INITIAL EMAIL
You will receive an email inviting you to enter your tax information into the portal.
If you are not ready to send the information to us, please click on the highlighted link and we will send you a reminder in 60 days.
If you ask for a reminder, you will be redirected to a webpage confirming your choice. You will receive email confirmation of this.
STEP 2: LOGGING IN
When you are ready to submit your information, please click on the highlighted link and you will be redirected to our tax portal.
You can do this on your PC, laptop, tablet or smartphone.
If the name and email address are correct, please click the green Sign In button. If these details are incorrect, please contact the office on 0161 832 4451 and they will be amended.
STEP 3: INPUTTING YOUR INFORMATION
Once you have clicked the green Sign In button, you will arrive on the welcome page displayed below.
Please read the instructions at the top of the page carefully.
There are subheadings based on the information from last year’s tax return.
You can open each section by clicking on the subheading.
Please fill in every section. You can also upload supporting documentation using the red Upload button.
If there are too many documents to send via the portal, please write in the ‘Comment’ box that the information will follow separately.
At the bottom of each section, there is a box that reads: ‘Enter additional information here’.
When you have entered all the relevant information for a section, please tick Section Complete. Once this box is ticked, click the green Update button to save your information in the portal.
The penultimate section of the form is entitled Additional Information. Please answer the questions YES or NO and provide supplemental information in the Notes box.
Please click on the red button that reads ‘Click here to upload files’ to provide any supporting documentation.
The final section asks for your Bank Details. These are used in the event of a repayment from HMRC.
STEP 4: SUBMITTING YOUR INFORMATION
Once you have completed and clicked Update on every section, you are ready to submit.
Please tick the All Information Complete box.
You will then see the below message. Please read the instructions and click OK.
To complete the process and submit all your information, please click the green ‘Send information to Jack Ross’ button.
