2024 ONLINE TAX RETURN eSIGNATURE PROCESS 

ALL Files are Encrypted and Password Protected 

STEP 1 Access the eMail Sent to you – Start Validation 

1. Go to your email 

2. Look for email with these titles: “Online Taxes, My Tax Office, My CPA or Doc Preparation Inc.” 

3. Open the email and click on “Access the file.” 

To access you need to enter: 

4. Whole First Name (use lower case) 

5. Last Name (use lower case) 

6. Full SSN (with no spaces or dashes) 

7. Date of Birth 

8. Then Click “Validate” Once your Validated, you will then have access to your personal taxes and other forms 

STEP 2 REVIEW eSIGNATURE 

10. In the bottom Left Corner check the box “Reviewed My Return” then select “DONE” 

11. Question: Do you want to electronically sign? “YES” 

12. Then select “Continue” 

13.System statement: “Primary Signature - Not Found” 

14. Hit “Start”  

15. “Create a Signature” – Requires a Mouse or Use of Finger Pad on Laptop 

16. “Save Signature”– eSignature doesn’t need to match a regular signature. 17. “Mark Completed” 

STEP 3 FEDERAL TAX RETURN 

18. Click on the “View Print Tab/Button” on the upper left side. 

19. From the list of files, If you’re a J1 TEACHER (still on your 24 month tax exempt treaty) … then  Click on the file “1040NR” 

20. if not on treaty click the file shown as “1040” 

21. Review your Federal Tax Return. (Be sure to check for spelling errors and most especially your Banking Information for accuracy: Direct Deposit Routing and Account number 

STEP 4 STATE TAX RETURN 

22.If you live in a State that has State Income Tax, you will just repeat the same step to review your  State Income Tax return. 

STEP 5 MAKE YOUR TAX PREPARATION PAYMENT 

23.ONCE EMAILED, YOUR TAX RETURN PREPARATION IS NOW COMPLETE AND PAYMENT IS DUE. Even if you don’t like the results of your refund amount or how much you owe in taxes, the fee is  due. We will not file the return without payment this year. Too many people just flaked out and  never paid us in 2022 and 2023. We are still owed thousands of dollars from tax years 2022 and 2023. 

24.Go back to the “View Print Tab/Button”  

25.Go to your “INVOICE LETTER 

26.WE ACCEPT ALL CREDIT CARDS, DEBIT CARDS OR ZELLE 

27.To PAY BY CARD go to the CREDIT/DEBIT PAYMENT button located on Website: J1TaxDocs.com 

28.SEND ZELLE TO: CARL KING 702-861-5558. 

IF YOU WISH TO REVIEW AND DISCUSS YOUR TAX RETURN VIA GOOGLE MEET SCHEDULE  

WITH MS. GEMMA (GOOGLE MEETS ARE PRIMARILY DONE ON WEEKENDS)