What Is Vyde's Tax Preparation Process?

What Is Vyde's Tax Preparation Process?

Our tax process is simple yet thorough. We've perfected it for more than a decade to ensure our members can maximize their savings and file an accurate return. For more information on tax season with Vyde, explore our comprehensive guide.

1. We complete your books.

Whether bookkeeping is part of your Vyde plan or you decide to do it yourself, bookkeeping is the first step to completing your tax return.

If our team is handling your bookkeeping, we'll keep you on track and help you maximize your tax savings. That’s why we take the time to do your books and do them right.

This helps us:
  1. Capture more deductions,
  2. Keep you out of trouble with the IRS, and
  3. Provide you with key business financial insights. 
Bookkeeping is often the most time-intensive part of the process, so providing us with your bank statements throughout the year helps us keep your tax return on track.

2. You provide some tax information.

We’re here to make things easy for you. Simply fill out your tax checklist and upload any tax-related documents to your Vyde dashboard to provide us with the information we need. (Don’t know which documents to upload? Check this list.) And, don’t worry. If we think we are missing anything, we’ll send you an email and post an update on your Vyde dashboard. Be sure to keep an eye out for and respond to messages from our team.

3. We prepare and review your taxes.

Once your books are complete and we have the information we need, an accountant prepares your taxes. Then, we have a tax professional review your tax return to ensure everything is accurate and we save you the most possible. This can take up to two weeks, but our team will work hard to finish your taxes quickly without compromising accuracy.

4. You sign; we finish and file.

Last of all, we send your taxes to you to review and sign. If needed, our team is happy to make revisions to your tax return until everything is accurate. Please do not sign your tax return until you are satisfied with it and ready for us to file. Once everything looks good to you, we’ll file your taxes for you!

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