How to start your tax filing in the doola dashboard

If your doola plan includes tax filing, you start your federal tax return from your doola dashboard. You answer a questionnaire about your business, sign an engagement letter, and submit. Our tax team then prepares your return, and we only file it after you review and approve it. ## Before you start You can start your tax filing when all of the following are true: 1. Your plan includes tax filing and your subscription payments are up to date. 2. Your company was formed on or before the last day of the tax year you're filing for. 3. Your company's EIN is on file with doola. ## When you can file The tax filing flow opens in your dashboard at the start of each tax season, and we'll let you know when it's open. Your federal filing deadline depends on how your company is taxed: - Multi-member LLC and S Corporation: March 15 - C Corporation: April 15 - Single-member LLC: April 15 Starting early gives our tax team more time to prepare and file your return before your deadline. ## How to start your tax filing ### 1. Open Taxes in your dashboard Log in to your doola dashboard and select **Taxes** from the menu. Then choose the option to start your tax filing for the year. ### 2. Answer the questionnaire Answer the questions about your company, its members, and your business activity during the year. The flow shows which documents to prepare based on your answers. If your business had no activity during the year, still complete the questionnaire so our team can confirm whether you need to file. ### 3. Sign the engagement letter Sign the engagement letter electronically. This authorizes doola to prepare and file your return on your behalf. ### 4. Submit Review your answers and submit. We'll confirm that we received your information. ## What happens after you submit 1. Our tax team reviews your answers and will contact you if they need more information or documents. 2. We prepare your return and keep you updated along the way. 3. When your return is ready, you'll receive it to review and sign. We don't file anything without your approval. 4. We file your return with the IRS and let you know once it's submitted. You can check the status of your tax filing in the **Taxes** section of your dashboard. ## If you can't start your tax filing The Taxes page shows why the flow isn't available for your company: - Your plan doesn't include tax filing: you can add it to your plan from your dashboard. - Your payment is past due: update your payment to continue. - Your EIN is missing: contact us so we can add it to your account. - Your company was formed after the tax year: you don't need to file for that year. - The filing window has closed: contact us if you still need to file.