Tax Season Updates

You will receive several updates via email, phone, and/or text regarding upcoming deadlines, outstanding information needed, and reminders to sign documents.

Currently, our services are under a perpetual engagement letter. Per recommendation from our legal counsel, starting next year, we will begin sending an engagement letter annually for you to sign. It will be an all-encompassing offering letter tailored based on the services you utilize. If you should engage in additional services during the year, you may receive an updated master letter or addendum regarding the terms for the new services. Please visit your ThreadWorks portal if you want to review the terms covered in our current engagement letter.

For individual clients, an Information Request is provided electronically via ThreadWorks. You should receive an email from notifications@thread.works at the beginning of January that links to a list of initial items needed to prepare your tax return. If you cannot find this email, log in to ThreadWorks > Requests to locate the message. As soon as any information is available, please begin to send, even if you don't have everything, so our teams can get started on your return. 
 
This is a live page, so you can continually upload documents as they become available. Additionally, you can provide documents via email to cra@lutz.us, mail, or front desk drop-off. For 1040 clients, we must receive your information by March 15th. Otherwise, we cannot guarantee completion of your return by the April 15th deadline. 

Finally, we will utilize this feature beyond just 1040 clients going forward. As the Lutz team works on agreed-upon work, teams will use ThreadWorks to notify you of any missing items necessary to complete work across our various CPA service lines.

We will continue to use the ThreadWorks portal to deliver your tax returns electronically. Due to AICPA Independence Hosting Rules, you are responsible for downloading and retaining these items for your records.

Tax forms that require immediate attention will be provided via paper (i.e., payment vouchers and paper-filed returns).

This will be used to electronically sign forms. If you haven't opted in already, email adminsupport@lutz.us to request e-sign invites when documents need to be signed. If filing jointly, both spouses will receive separate e-signature requests.

• Locate any email from notificaiton@thread.works and click on the link provided to be directed to the login screen.
• Log in here.

• Select the “Forgot Password” link on the ThreadWorks login page.
• Contact your Lutz Representative to request an update to your primary email address.

• Confirm you are using the same email address for login as the one you received the notification.
• Contact your Lutz Representative or email support@lutz.us if you continue to have issues.

You can upload documents securely by using our secure document upload page.

• Personal income tax return requests will be sent in early January from notifications@thread.works to the primary email address on your account.
• For business clients, you will receive an information request email from notifications@thread.works to the primary email address on your account once we start your return.
• Log in to ThreadWorks and select "Requests" from the portal home screen to view active requests.

New clients will not see prior year items in their request until we begin your return. Once you provide us with initial information, we will update your request with items we need. A generic request list may include:

• Prior Year Tax Return
• W-2’s
• Interest Income
• Dividend Income
• Capital Gains (1099-B)
• Business Income (Schedule C, Schedule E Rental, Schedule F Farm)
• K-1’s
• Mortgage Interest
• Real Estate Taxes
• Charitable Donations

• To complete a form, select "Complete Form" next to the Tax Questionnaire item.

• To upload files securely, select "Attach" next to the item requested

• To add a comment or mark items as "Does Not Apply," select "More" next to the item requested.

• Your custodian, such as TD Ameritrade, Schwab, Robinhood, etc. will provide you with a 1099-B in February.
• You should receive an email notification from your custodian that your tax documents are ready to be accessed. Please upload/attach your 1099 to the request.
• Didn’t receive a digital file? Please scan and upload your paper copy.

If Lutz prepares your business return, we will mark off your K-1 on the info request when it is finished. You don’t need to provide us with a copy.

• We need you to provide the dates and amounts paid for each estimate you made in 2023.
• Blank vouchers are not needed. We prefer copies of checks as support.

• Cash Donations – Dollars you gave to a charitable organization.
• Non-Cash Donations – Items you gave to a charitable organization, such as clothing, stocks, cars, etc.

• Once you’ve added new information to the request, a ‘Submit for Review’ button will appear at the top and bottom of the page. Click the button to notify us when the information is ready for review.
• You don’t need to wait until you have everything in order to submit a first round of information to allow us to get started on your return.
• We will prompt you to submit additional items after we review your information and notify you of what is still missing.

Click on the “Sign Documents Now” link in the email notification. New users will be asked to create a ThreadWorks account, while existing users will be asked to log in to sign the requested document.

All tax returns are electronically delivered through your ThreadWorks portal. Due to AICPA Independence Hosting Rules, it is your responsibility to download and retain these items for your own records.

• Stimulus Payment
• $300/$600 of charitable donations (if not itemizing)
• Advanced Child Tax Credit Payments