If you use Xero, here’s how you can give us access to your data: Entering your accountant’s first and last name is optional. If you use QuickBooks online, here’s how you can give us access to your data:
If you’re using an online accounting system like QuickBooks Online, Xero Accounting, or FreshBooks, you need to provide us with authorization to your books. (To get your business on our list of people we send an organizer and engagement letter to, email or telephone us.)
We also need you to complete a business return organizer to collect the information that doesn’t appear in your accounting system. To have us prepare your business tax return (a 1120 or 1120S corporation tax return, a 1065 partnership or LLC tax return, and then the equivalent state returns), we need access to your accounting records once you’ve closed the books for the year.
