Client Signup & Tax Filing Requirements

DLR Professional Services Inc.

1. Website Signup Instructions

1. Visit our official website: DLRProfessionalServices.com
2. Click on “Client Portal”.
3. Select “New Client Signup” or “Client Login”.
4. Complete the online registration form (name, email, phone number).
5. Once approved, you’ll receive an email invitation from SmartVault to create your secure login.

2. SmartVault Access Instructions

1. Open the SmartVault email invitation.
2. Click “Activate My Account”.
3. Create your username and password.
4. Enable multi-factor authentication for added security.
5. Once logged in, you’ll see a folder with your name/business name.
   • Inside are year-based folders (2024, 2025, etc.) for uploading documents.
6. Use the drag-and-drop upload tool to securely send us your documents.

Tip: You can also use SmartVault to upload photos of tax forms, receipts, or IDs directly from your phone.

3. Required Tax Documents for Filing

To begin preparing your tax return, please upload the following:

Personal Identification

• Valid photo ID (front & back of driver’s license, state ID, or passport).
• Social Security cards for taxpayer, spouse, and dependents.
• Birth certificates for all dependents.

Income Documents

• W-2 forms from all employers.
• 1099-NEC (self-employment income).
• 1099-MISC (other income).
• 1099-K (payment processors like PayPal, CashApp, Stripe, etc.).
• 1099-G (unemployment or state refunds).
• SSA-1099 (Social Security income).
• 1099-R (pension, annuities, retirement).
• K-1s (partnerships, S-corps, estates/trusts).
• Other income records (rental, alimony, gambling winnings).

Business/Bookkeeping (if applicable)

• LLC/Corporation formation documents.
• EIN letter from IRS.
• Yearly profit & loss statement (P&L).
• Yearly balance sheet.
• Bank statements & credit card statements.
• Payroll reports (if applicable).
• All business expenses & receipts (organized by category).

Deductions & Credits

• 1098-T (tuition & education).
• 1098-E (student loan interest).
• 1098 (mortgage interest).
• Property tax bills.
• Child care provider statement (with EIN/SSN).
• Charitable donation receipts.
• Medical/dental expense receipts.
• Retirement account contributions (IRA, SEP, 401k).

Prior Year Tax Return

• A copy of your most recent tax return (if not filed with us previously).

4. Next Steps

• Upload all required documents into your SmartVault folder.
• Notify us once you have completed your uploads.
• We will review and contact you if anything is missing.
• Once ready, you’ll receive your Engagement Letter & IRS e-file authorization form (Form 8879) for e-signature.

Important:
 Your return cannot be filed until all required documents are received, signed, and payment for services is completed.