Individual Client Questionnaire
This five page questionnaire is required to be completed and returned with your individual tax documents in order for us to accurately prepare your returns.
Client Organizers
Electronic Organizers – SafeSend
John A. Knutson & Co., PLLP clients will receive their electronic tax organizer via email from noreply@safesendreturns.com. All documents can be completed and submitted electronically. We use SafeSend Gather AI and SafeSend Returns, which keeps all information secure. If you would like a paper copy of your organizer instead of completing electronically, please contact us.
Tips for using SafeSend Gather AI
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Yes! To watch the tutorial on SafeSend Gather AI Click here.
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Save your documents to your computer as a .pdf (lower case matters) before uploading to SafeSend.
- Please update the name of your files using the following name convention: Last name – Document Title. Example: Johnson-W2.pdf
A list of requested files is displayed to help you determine what documents are needed. After the documents are uploaded, our Gather AI software recognizes and categorizes many of the documents.
Click here to be directed to the SafeSend Gather Client Experience for further guidance.
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We do not accept HEIC files, which is what Apple users usually have their image settings set to. Here are the steps to convert this image to a .pdf:
- On your iPhone, open the Photos app. Then find the photo you want to convert.
- Tap the Share button and scroll down to select Print
- Place two fingers on the photo and expand the image preview until it takes up the whole screen.
- Again, tap the Share button and select where you want to save the .pdf or send it to yourself. (i.e. email it to yourself, save to a Google Drive, etc.)
- Then you can upload from your mobile device using the link in the email from SafeSend or save the .pdf to your computer by using a shared file or emailing to yourself (less secure).
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We do not accept HEIC files, which is what many mobile device users usually have their image settings set to. Here are the steps to convert this image to a .pdf:
- On your Android, open your image gallery. Then find the photo you want to convert.
- Tap the 3 dots and select Print
- Select Save as PDF
- Select where you want to save the .pdf.
- Then you can upload from your mobile Device using the link in the email from SafeSend or save the .pdf to your computer by using a shared file or emailing to yourself (less secure).
Upload Tax Organizer Documents as PDFs
Current John A. Knutson & Co., PLLP clients can now securely email documents for your tax organizer as PDFs. Tips for sending our firm your documents:
- Make sure all documents are saved as PDFs and named as follows: Last Name – Document Name. Example: Johnson – W2.
- Multiple documents may be combined into one file, but our preference is a separate file for each document.
- Please, when possible, upload all files at the same time. We realize that some documents come in late and may be sent separately from the bulk.
- Click on the link. You’ll be prompted to enter your name and email address. Then drag or browse out to select the files to upload. When all files are included, click Upload and files will be sent to our admin department.