If you’ve been notified that your digital tax return documentation is now available in your Storen Financial Client Portal, use these instructions to finalize your return and complete your final action steps.
Click one of these links to quickly find the information you need below:
- Basic Overview Instructions
- What is included in the “Action Packet”?
- Federal Filing Instructions
- State Filing Instructions
Basic Overview – How to Finalize Your Digital Tax Return
1. TO SIGN: To sign your digital tax return, you will receive an email from “CongaSign” with the link to securely complete the digital signature.
2. TO REVIEW: Log in to the Storen Financial Client Portal to access your digital return. Locate and review your tax return documentation in the Client Portal (Click “eBinder”, then choose the folder of the year of the tax return, i.e. 2022).
3. TO FINALIZE (IF YOU OWE): Complete the Federal / State filing instructions in the “_Action Packet_” document (located in your Client Portal along with your tax return documents). For more details…
- Click here for what’s included in the Action Packet.
- Click here for Federal Filing instructions.
- Click here for State Filing instructions.
4. TO PAY STOREN: Submit payment to Storen Financial for the completion and filing of your digital tax return. You will receive an invoice email from “QuickBooks” in order to pay online or you may call our office to submit payment over the phone (317-852-7000). *Please note: this does NOT include payment for tax owed to the State or Federal.
What is included in the “Action Packet”?
Click on the “_Action Packet_” document to view your Storen Financial receipt and Federal / State filing instructions (located in your Client Portal along with your tax return documents). These filing instructions need to be completed in order to finalize your return. This document also includes information on how to pay your tax digitally as well as information and documentation to mail if that is what you prefer. If you need to pay, you’ll see “AMOUNT DUE”. If you will receive a refund, you’ll see “REFUND”. The “_Action Packet_” document includes…
- Storen Financial Invoice
- Federal and State Filing Instructions
- 8879 Form – efile Signature Authorization (copy only)
- Forms required for Storen Financial to Submit your tax return electronically (copy only)
- Payment Vouchers (if applicable)
- Quarterly Estimate Worksheet and Vouchers (if applicable)
Federal Filing Instructions
This section on your “_Action Packet_” recaps the results of your Federal return — whether you need to pay or if you will receive a refund. This will look like:
- Federal Filing Instructions
- YEAR Form 1040: REFUND/AMOUNT DUE of $
- Mailing Instructions if you do not want to pay online (only if you have an amount due).
- Direct Deposit: Account Information (only if you will be receiving a refund)
- We will electronically file your return.
How do I pay the federal taxes that I owe?
- Have the info from your previous year’s return handy to verify your identity.
- Click here to visit the IRS payment website.
- Select “Pay now with direct pay.”
- Select “Make a payment.” This will take you to an IRS page.
- Select “Reason for payment > balance due.”
- Select “Applying payment to Income Tax-1040.”
- Select “Tax Period for Payment: YEAR.”
- Select “Continue” two separate times.
- Then, verify your identity using the previous year’s return information.
- Input your banking information.
State Filing Instructions
This section on your “_Action Packet_” recaps the results of your State return — whether you need to pay or if you will receive a refund. This will look like:
- State Filing Instructions
- YEAR Form 1040: REFUND/AMOUNT DUE of $
- Mailing Instructions if you do not want to pay online (only if you have an amount due).
- Direct Deposit: Account Information (only if you will be receiving a refund)
- We will electronically file your return.
How do I pay the state taxes that I owe (Indiana)?
- Have the info from your previous year’s return handy to verify your identity.
- Click here to visit Indiana’s payment website.
- Please select “Make a payment” (In the middle of the page).
- Select “Non-bill payments.”
- Under this section, select “Bank payment (no fee).”
- Select “Individual.”
- Under ID type, select “SSN” and enter your personal info.
- Select “Payment type > return payment.”
- Input your banking information.
If you have any other questions about this process, please contact our office (Click here for contact information).
Blog by Kim Storen, EA – Tax Services Manager
Learn more about Kim and the rest of the Storen Financial team here.