The ITC client experience
Tax Return
Express.
Your return travels a line with named stations. At any moment you can see which station it is at, who has it, and what it is waiting on.
- 01Data Entry
- 02Return Prepared
- 03Reviewed
- 04Signatures
- 05Filed
- 06Final Documents
- 07Track Return
- 08Completion
Eight stations from first upload to completion.
Select a station to see what happens there. Your portal shows the same line with your case's actual position.
The main line
Station 4 of 8
Now arriving · Signatures
You review the finished return and sign electronically.
Branch lines
When something needs resolving, the case switches to a branch line and rejoins the main line where it left off — it is never sent back to the start.
Business development
A new entity needs to exist before the return can be filed.
EIN Application→State Registration→Return to main line
Rejoins at Data Entry
Prior-year tax issues
Earlier years are unfiled or incorrect.
Request Transcripts→Review Prior Years→Prepare Amended Returns→Return to main line
Rejoins at Return Prepared
Rejected return
Example: the return was rejected for a missing Form 1095-A.
Obtain Form 1095-A→Correct Return→Refile→Accepted→Return to main line
Rejoins at Final Documents
The timetable
Every station, in plain words.
| 01 | Data Entry | You complete your profile and upload the documents on your checklist. |
|---|---|---|
| 02 | Return Prepared | A preparer builds the return and flags anything that needs clarifying. |
| 03 | Reviewed | A second set of eyes checks the return before it reaches you. |
| 04 | Signatures | You review the finished return and sign electronically. |
| 05 | Filed | The return is transmitted and we watch for acceptance. |
| 06 | Final Documents | Your signed copies and supporting schedules are posted to your portal. |
| 07 | Track Return | Follow refund or balance status from the same timeline. |
| 08 | Completion | The case closes and your records stay available. |
Real tax work is not a straight line, so the system does not pretend it is.
Named stages
Stages have names you can repeat back to us, so conversations start from a shared position.
Branch routes
Prior years, formation work and rejections take branch lines and rejoin without restarting the case.
Many cases per client
Each tax year and each additional service is its own case, with its own staff, deadlines and history.
Requests, not chases
When something is missing, it appears as a request on your case rather than a lost email.
3 branch lines are configured today. Signature and payment steps will be handled through dedicated providers; those integrations are planned, not yet connected.
Put your return on the line.
Tell us what needs filing and we will open your case and issue your document checklist.