Links
There are many great sites on the Web, but trying to find those great sites can be a frustrating experience. We have compiled a list of websites that we have found to be helpful sources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page.
SafeSend
This article shows the SafeSend Organizers client view as seen on a desktop.
This video shows a typical organizer experience.
Organizer Guide for Mobile Devices
This article outlines the SafeSend Organizers experience using a mobile device.
This article outlines the full taxpayer experience. The taxpayer can access the return, review, sign, pay vouchers/invoices, deliver K-1s, and download documents.
Individual Tax Return Guide - Video
This video shows a typical 1040 return experience.
Business Tax Return Guide - Video
This video shows a typical entity return experience from the perspective of the taxpayer, including K-1 distribution.
Business Tax Return Guide - K-1 Distribution
Taxpayers will have the option to Distribute their K-1s electronically or download and mail the copies.
Form K-1 Instructions
Form 1065 K-1 Partner Instructions
Form 1120S K-1 Shareholder Instructions
Form 1041 K-1 Beneficiary Instructions
Tax
Check Virginia Income Tax Refund Status
Income Tax Refund Status for Virginia
Home of the IRS on the Web.
Virginia Department of Revenue
Auto & Energy Credit Links
Electric Vehicles with Final Assembly in North America
FAQ: Electric Vehicle Tax Credit
FAQ: New & Used Clean Vehicle Credits
IRC 30D New Qualified Plug-In Electric Drive Motor Vehicle Credit
Plug-In Electric Drive Vehicle Credit (IRC 30D)
ID Theft
Identity Theft Central on the IRS website has important information for victims of identity theft.
Identity Theft Resource Center
The Identity Theft Resource Center is a nonprofit that helps ID theft victims free of charge.
Financial
Kiplinger is a great resource for personal financial information.
The stock look up tab is on the right hand side if you need current or historical stock values.
Governmental
U.S. Small Business Administration
Record Retention
How long to keep records - Individuals
Bankrate article - How long to keep financial records
How long to keep records - Individuals
Nerd Wallet article - How Long to Keep Tax Records and Other Documents
How long should I keep records - IRS
Link to the IRS topic - how long should I keep records?
Link to the IRS topic - record keeping for small business and self-employed