Current Client | helensincometaxservice

Returning Client Dashboard

Complete your intake form, review available deductions and credits, fill out any required worksheets, and upload your documents.

Intake Form

Current clients must complete a new intake form each tax season before sending tax documents.

Upload Documents

Use your secure portal to upload your slips, receipts and other tax documents.

Worksheets

Once completed, save the worksheet as a PDF and upload it to your TaxFolder portal with your other tax documents.

Deductions and Credits

See common deductions and tax credits you may qualify for, plus the documents you may need.