TQ Overview
- How do I create a new TQ?
- Does the TQ auto save? Can I close it and revisit later?
- I am very busy - can I just give you all my documents and you will figure it all out?
- Do I have to answer every question?
- I am completing multiple years. Do I have to complete a TQ for each year? Which year should I do first?
- How should I complete the TQ if I’m filing an amended return?
- How should I complete the Tax Questionnaires if I’m applying to the Streamlined Procedure?
- How to complete TQ if expatriating?
- Can I copy data from one TQ to another?
- Navigating the TQ - settings & 101
- Which web browsers do you support?
- Can I provide additional information/comments?
- Can I enter decimals? Should I round up or down?
- Do I have to complete the Tax Questionnaire?
- How do I delete a Tax Questionnaire?
- Can I see history of changes I made to the TQ?
- Should two spouses complete one or two different Tax Questionnaires?
- TQ is asking me to upload a document that I don't have at the moment. What should I do?
- When you ask me to upload a file, which file types are accepted?
- How do I let you know that I'm finished?