Tax return intake & delivery: Overview

Warning

This article applies to firms in the US.

This article explains the full process of managing tax return intake and delivery in TaxDome, from gathering client documents to sharing the final return.

Tax return intake and delivery, explained

The end-to-end tax intake and delivery process lets you manage the entire tax preparation workflow in one secure, branded space—faster, with the help of AI and automation. It consists of three key parts:

1. Personalized document checklist: ensures clients provide the right files from the start, speeding up submissions and saving your team hours of chasing and corrections.

2. Automated data entry with Juno: AI extracts information from documents and fills in the tax return automatically, reducing manual work and minimizing errors.

3. Tax return delivery: allows you to present your client’s tax return in a clear, structured format with payment requests and signature collection built in.

Step 1. Smart Intake in TaxDome

Smart Intake in TaxDome provides a personalized document checklist that streamlines the entire intake process. Clients know exactly what to upload, eliminating guesswork and reducing confusion. For the firm, this means fewer missing documents, less time spent on follow-ups, and a smoother, faster workflow overall.

How it works:

1. Create document checklist for each client. Firms can create document checklists manually or with AI, using data from a client’s prior PDF tax return.

2. Send the checklist independently or include it with an organizer. Document checklists can also be distributed in bulk through the pipeline , and automations move clients’ jobs forward once documents are received.

3. Clients upload documents via the portal or mobile app. They match the checklist item with the uploaded documents or indicate the reason why they are missing (not applicable, upload later, already provided, or leave a comment).

4. You review the completed checklist.

You can complete checklist items on behalf of clients and track progress across Accounts, Organizers, and Jobs. All documents are stored in one place, in the same order as in the tax software.

Step 2. Automated data entry and review with Juno

Juno extracts data from tax documents and integrates with tax software to automate data entry and preparation tasks. It saves time by replacing manual data entry with machine-driven automation, which is faster and less error-prone.

How it works:

1. Send files to Juno from the document checklist or from the Documents section. You can upload W-2s, 1099s, K-1s, and other tax forms .

2. Review and validate the extracted data in the Juno

3. Export the data into your tax software: LACERTE, ProConnect, Drake, UltraTax (CCH AXcess and ProSeries coming soon).

4. Review the tax return. Once done, you can download the file.

Step 3. Tax return delivery in TaxDome

Tax return delivery is a client-friendly way to share tax returns in a clear, well-structured format. It streamlines the process for both clients and firms, ensuring all required steps are completed with ease.

How it works:

1. Upload the tax return document to TaxDome.

2. Select pages with important information, vouchers, or signature requirements, then create an explanatory note with plain language tax summaries . Also, you can add an introduction with recommendations.

3. Request signatures , lock the document to an invoice , and set up reminders if needed.

4. Send the tax return package to the client. This way, they will receive easy-to-understand information about refunds, amounts owed, and key dates.

5. Track client progress via statuses in real time.

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