Check refund status
Track a federal refund or an amended return through the IRS.
Open Where's My Refund ↗Tax resource libraryUS & India tax filing resources.
US & India tax filing resources.
Ready when you need them.
Organizers, checklists and practical explainers to help you prepare earlier and ask better questions.
XL
Secure portal resource
Open secure portal →Current Tax Organizer
A structured Excel workbook for income, deductions, dependants, investments and foreign reporting details.
- Download through your authenticated portal
- Upload the completed workbook to your portal ticket
- Keep sensitive details out of email
Official US tax links
Go straight to the IRS
Use these official IRS services to check a refund, make a payment, retrieve tax records or find local assistance.
IRS phone supportIndividuals: 800-829-1040Businesses: 800-829-4933
Individual filing checklist
The income records, identity details and prior-year documents most clients need.
Request the checklist →Cross-border filing starter
Questions to gather when income, assets, residence or family spans countries.
Discuss your situation →Understanding the ITIN process
Who may need an ITIN, what documents matter and how an application fits a return.
View ITIN support →Small business year-end list
Revenue, expenses, payroll, contractor and entity records to organize before filing.
Request the checklist →Four-country filing overview
A quick orientation to the filings we support in the US, UK, Canada and India.
Explore countries →Sharing documents securely
How to use a ticket, upload your organizer and keep revisions clearly labelled.
Open the portal →Plan ahead
Check my filing scope →Deadlines depend on the person, country and filing.
Rather than relying on a generic date, confirm the obligations connected to your tax residence, business and foreign assets.
From resource to request
Prepared? Put everything in one secure place.
Create a request, upload your completed organizer and follow every response.
Open secure workspace →No sensitive email attachments
Files stay connected to the right ticket.
Clear draft labels
Know which copy is current and final.
Complete activity history
Messages and assignments stay visible.