July 13, 2020

Client Tax Portal

Click on the logo below for a video showing how to use our portal to send information to prepare your personal tax return.

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In this article we will show you how to enter your tax information quickly and securely into the Jack Ross portal.

You will receive an email inviting you to enter your tax information into the portal.

If you are not yet ready to send the information to us, click on the link, and we will send you a reminder in 30 days.

If you ask for a reminder, you will be redirected to a web page confirming your choice. We will contact you again in 30 days.

You will also get an email confirming that you wish to be reminded.

When you are ready, click on this link, and you will be redirected to your tax portal.You should access the portal on a tablet, laptop or a PC.

Because the information is detailed, you can’t use a smartphone on the Jack Ross portal. But a tablet, laptop or PC will work.

When you click on the link, you will be redirected to the portal. If the details are correct, click on the green button. You can call our office if you need to change these details.

This is the welcome screen. It has instructions on how to enter the information. The portal is designed to be intuitive and easy to use.

There are subheadings based on the information from last year’s tax return. This will guide you to enter this years information.

When you click on the subheading, the section opens up to allow you to enter the information.

You can enter information in the box labelled Comment.

For example, under employment income, please enter the gross income and the tax deducted.

You also have the choice to upload documents from your computer. You can enter a comment, and upload as many documents as you wish.

When you upload a document, the paperclip icon will show next to the upload button.

If there are too many documents or information to send via the portal, simply make the comment that the information will follow separately.

You can send any additional information by post, email or hand deliver. Just let us know in the comment box.

At the end of each sub-section there is a box for you to enter more information.

You can use this to let us know about any other information. Please let us know as much as possible.

When you have completed each subsection.

Click on the section complete checkbox.

And then click on the update button. When you click on the update button, this saves the information in the portal.

This allows you to enter the information, as and when you receive it from the various sources.

At the end of the form, the last sub section has a box for you to enter additional information and upload any documents which are new sources of income.

If you have a new source of income, you can use this box to let us know.

Or if you are unsure of anything, and you want us to contact you, just enter the information in the box.

When you are ready to send the information to jack Ross, tick next to All information complete and press the green button.

You will then be directed to a confirmation screen. We will use the information that you provide to prepare your personal tax return.

If you have any questions, please email your usual Jack Ross contact.