{"id":266,"date":"2019-10-31T02:54:06","date_gmt":"2019-10-31T02:54:06","guid":{"rendered":"https:\/\/www.theaccountancy.com\/?page_id=266"},"modified":"2024-03-19T12:23:51","modified_gmt":"2024-03-19T19:23:51","slug":"faq","status":"publish","type":"page","link":"https:\/\/www.theaccountancy.com\/resources\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"
[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” z_index=””][vc_column][qode_elements_holder number_of_columns=”one_column”][qode_elements_holder_item advanced_animations=”no” item_padding=”80px 90px 0px 90px” item_padding_600_768=”30px” item_padding_480_600=”30px” item_padding_480=”30px”][vc_column_text]FAQ<\/span>[\/vc_column_text][vc_column_text]<\/p>\n [\/vc_column_text][\/qode_elements_holder_item][\/qode_elements_holder][\/vc_column][\/vc_row][vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][qode_elements_holder number_of_columns=”two_columns” custom_class=”reverse-items”][qode_elements_holder_item vertical_alignment=”top” advanced_animations=”no” item_padding=”50px 0px” item_padding_600_768=”30px 0px 60px” item_padding_480_600=”30px 0px 60px” item_padding_480=”30px 0px 60px”][vc_single_image image=”673″ img_size=”full” alignment=”center” qode_css_animation=””][\/qode_elements_holder_item][qode_elements_holder_item vertical_alignment=”top” advanced_animations=”no” item_padding=”80px” item_padding_600_768=”0px 30px 60px” item_padding_480_600=”0px 30px 60px” item_padding_480=”0px 30px 60px”] You will need the following information in most cases:<\/p>\n Internal Revenue Service<\/a><\/p>\n California<\/a><\/p>\n Other states available here<\/a><\/p>\n [\/vc_column_text] <\/div>\n<\/div> Please note that the IRS and FTB may update their webpage from time to time, and these instructions could vary slightly. If you file tax returns in other states, most state websites have online accounts similar to California.<\/p>\n For the IRS:<\/strong><\/p>\n For the FTB:<\/strong><\/p>\n [\/vc_column_text] <\/div>\n<\/div> Have your username and password ready.[\/vc_column_text] <\/div>\n<\/div> 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.[\/vc_column_text] <\/div>\n<\/div>Learn More<\/h1>\n
\n\n\t \n Where's my tax refund? <\/span>\n<\/span>\n\n \n <\/span>\n <\/span>\n <\/span>\n<\/span>\n<\/h4>\n
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\n\n\t \n How do I set up an account for the IRS or California FTB? <\/span>\n<\/span>\n\n \n <\/span>\n <\/span>\n <\/span>\n<\/span>\n<\/h4>\n
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\n\n\t \n I don\u2019t remember the website for the client portal. Where do I go to access my online documents? <\/span>\n<\/span>\n\n \n <\/span>\n <\/span>\n <\/span>\n<\/span>\n<\/h4>\n
\n\n\t \n I received the portal invitation email. What should I do next? <\/span>\n<\/span>\n\n \n <\/span>\n <\/span>\n <\/span>\n<\/span>\n<\/h4>\n
\n\n\t \n I have an account for the client portal but I forgot my password. What should I do? <\/span>\n<\/span>\n\n \n <\/span>\n <\/span>\n <\/span>\n<\/span>\n<\/h4>\n
\n\n\t \n Can you guide me through navigating the client portal, and tell me how to upload or download documents? <\/span>\n<\/span>\n\n \n <\/span>\n <\/span>\n <\/span>\n<\/span>\n<\/h4>\n