Professional tax filing, without the confusion.
Clear1040 combines a structured digital process with professional tax preparation. You provide the information, review the completed return and approve it before filing.
The process
Six stages, from first enquiry to filed return
Each stage has a clear purpose, so you always know what is happening and what is needed from you.
Step 1: Tell us about your filing needs
Complete a short enquiry so we can understand the tax year and general nature of your return.
Step 2: Confirm service suitability
Our team reviews the initial information and confirms whether Clear1040 can assist with your filing situation.
Step 3: Provide information and documents
You receive guidance on the information and documents needed for preparing your return.
Sensitive tax documents should only be submitted through an approved secure process. Do not send Social Security numbers, bank details or tax documents through the general website enquiry form.
Step 4: Professional preparation and review
A tax professional prepares the return based on the information provided and may raise questions where clarification is required.
Step 5: Review and approve
You receive an opportunity to review the prepared return and clarify questions before confirming approval to file.
Step 6: Filing and final documents
After approval and completion of the required authorisations, the return is filed through the applicable filing system. Copies of the filed return and available acknowledgements are then provided.
What to expect
What customers can expect
Clear document guidance
You are told which information and documents are relevant to the return being prepared.
Questions in plain language
Clarification requests are written for people who do not work with tax terminology every day.
Visibility over filing status
Each stage of the process is defined, so you can see what has been done and what is needed next.
Review before filing
The prepared return is provided to you for review, and filing follows only after your approval.
Working together
Who does what
Preparing a return is a shared process. Here is how the work is divided.
Your part in the process
A return can only be as accurate as the information behind it. To help the process run smoothly, you are responsible for:
- Providing complete and accurate information
- Disclosing all relevant income and filing circumstances
- Responding to clarification requests
- Reviewing the prepared return
- Approving the return before filing
- Keeping copies of supporting documents
What Clear1040 does
Depending on the service accepted, our work may include:
- Reviewing the submitted information
- Identifying missing information
- Preparing the agreed return
- Communicating questions
- Providing the return for review
- Filing after approval and required authorisations
- Providing available filed documents and acknowledgements
The exact scope depends on the service accepted for the customer.
Preparation
Before you begin
Gathering these items in advance usually makes the process quicker. Not every item applies to every return.
- Government-issued identification
- Social Security number or applicable taxpayer identification details
- Prior-year tax return
- Wage and income statements
- Interest and dividend statements
- Investment transaction statements
- Self-employment income and expense records
- Rental property information
- Deduction and credit-related records
- Estimated tax payment details
- Relevant state tax information
The documents required depend on the taxpayer’s circumstances. This checklist is general and should not be treated as a complete list for every return.
FAQ
Common questions about the process
How will I know whether Clear1040 can handle my return?
After you share initial details about your filing situation, our team reviews them and confirms whether we can assist. If the return falls outside our current scope, we will tell you.
Can I review the return before filing?
Yes. The prepared return is provided to you for review, and you can raise questions before confirming approval. Filing follows approval and the required authorisations.
How will you ask for additional information?
Questions are sent to you in plain language through the agreed communication channel. Sensitive documents are requested only through an approved secure process, never through the general enquiry form.
Can I use Clear1040 for a prior-year return?
Prior-year returns may be possible. Acceptance depends on the year involved, the records available and the nature of the work required, and is confirmed after review.
Does Clear1040 guarantee a refund?
No. Whether a refund arises, and any amount involved, depends entirely on the taxpayer’s circumstances and applicable tax rules. No outcome can be guaranteed.
What happens after the return is filed?
You are provided with copies of the filed return and any acknowledgements that become available. Further processing rests with the relevant tax authority.
Start with a simple filing assessment.
Share a few details about your situation and we will explain the next step.