IMPORTANT TAX DEADLINES:

January 16th

4th Quarter 2021 Estimate Payments Due


January 20th

Annual Nebraska Sales Tax Filings Due


January 31st

W2 and 1099 Filings Due


March 15th

S Corporation and Partnership Returns Due


April 18th

Individual, C Corporation, and Fiduciary Returns Due

1st Quarter 2022 Estimate Payments Due


May 1st

Personal Property Tax Returns Due

TAX SEASON UPDATES 2023

CLIENT RESOURCE ASSOCIATES

These individuals will continue to be an additional resource to 1040 clients and assist your Lutz Representative in keeping the tax process moving by notifying you of information we still need to prepare your return.

REMINDER UPDATES

You will receive several reminder updates throughout the process via email, phone, and/or text regarding upcoming deadlines, information needed, as well as reminders to sign documents.

ENGAGEMENT LETTERS

Reminder, we use a perpetual engagement letter system. You will no longer receive an annual engagement letter for services being provided to you unless warranted for a specific service. Addendum information may be sent annually to inform you of changes to our terms. You will receive an email from notifications@thread.works once the current engagement letter has been uploaded to your ThreadWorks portal for your review.

ONLINE CLIENT PORTAL [THREADWORKS]

ELECTRONIC INFORMATION REQUEST

For individual clients, an Information Request is provided electronically via ThreadWorks. You should receive an email from notifications@thread.works at the end of the year that links to a list of initial items needed to prepare your tax return. If you are unable to find this email, login to Threadworks > Requests to locate the message.

This is a live page, so you can continually upload documents as they become available. Additionally, you are still able to provide documents via email to cra@lutz.us, mail, or drop off.

ELECTRONIC PORTAL DELIVERY

We will continue to use the ThreadWorks portal to deliver your tax returns electronically. Due to AICPA Independence Hosting Rules, it is your responsibility to download and retain these items for your own records.

PRINTED DOCUMENTS

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

E-SIGNATURE

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. Reminder, if filing jointly, both spouses will receive separate signature requests.

THREADWORKS FAQ

HOW DO I LOG IN TO MY THREADWORKS ACCOUNT?

  • You can log in to your account through our webpage https://app.thread.works and selecting the “Login” button located in the upper right corner.

  • You will also be directed to the login page by clicking on the links from any ThreadWorks notifications.


I FORGOT MY PASSWORD, OR I WAS LOCKED OUT.


I WAS SENT DOCUMENTS. HOW DO I RETRIEVE THEM?

  • Click on the “Download Files” 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 retrieve the files.


I WAS SENT AN E-SIGN ONLINE REQUEST.

  • 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.


HOW DO I SEND FILES ONLINE?

  • Client users can send files to their professional by selecting “File Transfers” on the home page, then selecting the “Send Files” button.


I DON’T HAVE AN ACCOUNT.

  • New client accounts are created when a professional requests or shares files securely.


I USE DIFFERENT EMAIL ADDRESSES

  • Contact your professional to share your updated email address.

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