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Welcome,
Document Requests
Everything ever requested from you, grouped by tax year. Upload directly against anything still pending.
Submit Additional Documents
For anything not listed above — a new engagement, or extra files for an existing year. Pick a document type to get started.
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← Choose a document type to begin.
Submission History
Everything you've sent us, in folders by tax year.
Benchmark Analysis
Your financial data from GIFI filings, most recent first.
Deadlines & File Status
Your key filing dates, and where each of your files has got to.
Year End Documents
Everything we've prepared and sent you, in folders by tax year.
Your CPA4IT Team
The people at CPA4IT working on your file.
My Collaborators
The people you've allowed to work in your portal with you.
Your tasks
What we need from you, and where each thing stands.
To do is waiting for you · In review means you marked it done and we're checking it · Completed means we've checked it and closed it.