E-file refunds usually take up to 2 weeks, and paper takes up to 4 weeks. If this amount of time has passed, click below for the Federal and State refund lookup services.
You will need the following information in most cases:
Click the activation link in the invitation email. This link will take you to the site in order to setup your account. Your username is the email address we used to send you the invite.
Next, you must enter a password of your choosing. Passwords should be at least 12 characters with a combination of upper/lowercase letters, numbers and symbols. This account will contain documents with sensitive financial information including your social security number, so we highly recommend the use of strong passwords to protect your information.
If you no longer have access to your old email, please let us know so we can update your access to SmartVault. For security reasons, we are the only ones who can update your email for login.
Yes, please tell us the name and email address of the user you would like to add so we can send an invitation to the new user.
Yes! Standard email attachments are not a secure way to send sensitive financial documents, so we also have a service from Citrix called ShareFile. This allows you to send your documents via email, but with enhanced encryption. While this service will not serve as long-term storage of your documents like SmartVault, it is convenient because no account setup is needed.
All of our staff’s email signatures include a link to send them documents via ShareFile. If you do not have an email from the person you would like to send to, simply email them and request the link. Or, you may call our front desk at 818-547-5701 and we will be happy to send it to you.
You are required to make payments by Electronic Funds Transfer (EFT) if:
If you are required to remit payments through EFT and you use another means (check, cash, money order, credit card, etc.), you will be subject to a penalty.
Monthly and quarterly tax or fee returns will be assessed a 10 percent penalty on the taxes or fees due.
Sales and use tax prepayments will be subject to a six percent penalty. Special taxes programs will be assessed a prepayment penalty based on the law governing your specific special taxes program.
If you have other questions about EFT, visit this page for more information.
There are two things that could be happening:
There are a few things that could be happening:
An error occurred during the last sync. Hit the refresh button located in the upper right corner of Qbox. If you have a concern that changes you made have not synced with us, please contact us so we can compare recent changes.