Bookkeeping is the first step in preparing your tax return—and the key to maximizing your savings.
If you’re on our Starter or Plus plan, our team handles your bookkeeping for you. Simply upload your business bank statements or connect your business bank account, and respond promptly to your bookkeeper so we can capture all your deductions accurately.
Once your books are complete, you’ll need to review and approve them in your Vyde dashboard before we begin your tax return.
If you’re on our Tax Only plan, please provide your income statement and balance sheet to our team.
Please fill out your tax checklist to provide us with the information we need to accurately file your taxes. This should only take 10-15 minutes.
Your tax checklist also includes essential information to allow our team to file an extension for your business. Please provide this information as soon as possible so we can keep your taxes on track and help you avoid penalties.
Please upload any tax-related documents to your Vyde dashboard. (Don’t know which documents to upload? Check this list.)
Once you have finished uploading all your tax docs, please confirm you have uploaded everything on your dashboard so we can get started on your taxes.
At any point in the process, if we have questions or think we might be missing something, we will send an email to you and post an update on your Vyde dashboard.
Be sure to keep an eye out for messages from our team and respond promptly so we can keep your books and taxes on track!
Once your books are complete, you’ve completed your tax checklist, and you have confirmed you have uploaded all your tax documents, an accountant will prepare your taxes. Then, your dedicated tax accountant will review your tax return to ensure everything is accurate and we save you the most possible.
Last of all, we send your taxes to you to review and sign. If any corrections are needed, our team will work with you to make those updates. Once everything looks good to you, we’ll file your taxes for you!
Life happens. We understand. Provide us with any missing information as soon as possible.
If you miss Vyde’s deadlines, we cannot guarantee we will file your taxes by the tax deadline. But don’t worry. You can extend your taxes through your Vyde dashboard to avoid penalties. Reach out to our team if you have questions or need help extending your tax return.
Once your books are complete, you’ve approved them, you’ve filled out your tax checklist, and you’ve uploaded any tax documents, we commit to finishing your taxes within two weeks. Log in to your Vyde dashboard during tax season to see your estimated tax delivery date.
Why two weeks? We want to make sure you and we have time to review your taxes and collect any missing information. We’ll work hard to finish your taxes quickly without compromising accuracy!
Reach out to your dedicated team using the contact information on your Vyde dashboard. We’ll work with you to meet your needs. Depending on how quickly you need your taxes, an expedite fee may apply.
Supporting small businesses is what we do. Let's chat about your tax strategy so we can help you keep more of your hard-earned money.
Already a Vyde customer? Sign into your Vyde dashboard to schedule a call with your accountant or attend an Accountant Live session.
