Tax
Understand business tax preparation, tax documents, deadlines, notices, extensions, amendments, and planning workflows.
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Getting started with business tax preparation
How to begin business tax preparation with Institution.
1 min read · Updated 2026-07-28
What documents are needed for tax preparation
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to upload tax documents
Step by step guidance for uploading tax documents in your tax workspace.
1 min read · Updated 2026-07-28
How Institution organizes tax requests
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
All tax articles
Getting started with business tax preparation
How to begin business tax preparation with Institution.
1 min read · Updated 2026-07-28
What documents are needed for tax preparation
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to upload tax documents
Step by step guidance for uploading tax documents in your tax workspace.
1 min read · Updated 2026-07-28
How Institution organizes tax requests
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How to check your tax preparation status
Step by step guidance for checking your tax preparation status in your tax workspace.
1 min read · Updated 2026-07-28
Understanding the tax organizer
What tax organizer means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to answer a tax questionnaire
Step by step guidance for answering a tax questionnaire in your tax workspace.
1 min read · Updated 2026-07-28
How to provide prior-year tax returns
Step by step guidance for providing prior-year tax returns in your tax workspace.
1 min read · Updated 2026-07-28
How to provide owner information
Step by step guidance for providing owner information in your tax workspace.
1 min read · Updated 2026-07-28
How to report a change in ownership
Step by step guidance for reporting a change in ownership in your tax workspace.
1 min read · Updated 2026-07-28
How to report income not shown in bookkeeping
Step by step guidance for reporting income not shown in bookkeeping in your tax workspace.
1 min read · Updated 2026-07-28
How to report business expenses
Step by step guidance for reporting business expenses in your tax workspace.
1 min read · Updated 2026-07-28
How to review a draft tax return
Step by step guidance for reviewing a draft tax return in your tax workspace.
1 min read · Updated 2026-07-28
How to approve a tax return for filing
Step by step guidance for approving a tax return for filing in your tax workspace.
1 min read · Updated 2026-07-28
How electronic signatures work for tax filings
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
How tax payments are handled
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
Understanding estimated tax payments
What estimated tax payments means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What to do if you receive an IRS notice
What to do next, and who to contact if you need help.
1 min read · Updated 2026-07-28
What to do if you receive a state tax notice
What to do next, and who to contact if you need help.
1 min read · Updated 2026-07-28
How to upload a tax notice
Step by step guidance for uploading a tax notice in your tax workspace.
1 min read · Updated 2026-07-28
How to request notice assistance
Step by step guidance for requesting notice assistance in your tax workspace.
1 min read · Updated 2026-07-28
How tax extensions work
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
What an extension does and does not extend
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to request an extension
Step by step guidance for requesting an extension in your tax workspace.
1 min read · Updated 2026-07-28
Understanding amended tax returns
What amended tax returns means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to request an amended return
Step by step guidance for requesting an amended return in your tax workspace.
1 min read · Updated 2026-07-28
Understanding 1099 filing
What 1099 filing means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
What information is needed for 1099 filing
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
Understanding franchise tax
What franchise tax means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
Understanding sales tax support
What sales tax support means in Institution and how it affects your account.
1 min read · Updated 2026-07-28
How to request a tax planning review
Step by step guidance for requesting a tax planning review in your tax workspace.
1 min read · Updated 2026-07-28
How bookkeeping affects tax preparation
How this works in Institution, and what it means for your account.
1 min read · Updated 2026-07-28
What can delay tax preparation
A clear answer in plain language, plus what to do next.
1 min read · Updated 2026-07-28
How to contact the tax team
Step by step guidance for contacting the tax team in your tax workspace.
1 min read · Updated 2026-07-28
Where to find completed tax documents
Where to find this in your workspace, and how to get a copy.
1 min read · Updated 2026-07-28
Still need help?
Contact the Institution team for help with new business, general questions, or account access. Existing clients can also raise account specific questions with their engagement contact.