Tax Preparation

 


DJK Taxation & Financial Services

 





Professional


Tax Preparation Services


tax notebook 


My1040Data is available for individuals who prefer to have their Federal, State and Local income tax returns professionally prepared by our firm. 


 




My1040Data is our online tax organizer that will forever change the way you submit your tax data. You will be guided through a streamlined tax interview process that is more intuitive and less time consuming than completing the traditional paper organizer, and you will appreciate the following benefits:



  • A secure, browser-based tax interview, saves you time and effort.
  • An organized interview format ensures important information is not overlooked.
  • Intuitive screens guide you through the interview process quickly and easily.
  • You only answer sections of Tax Notebook relevant to your tax situation.
  • Monitors your progress of completed and uncompleted sections.
  • Allows you to print a report of your information for your own records.



To access your My1040Data:


Click the My1040Data icon shown above or on the left column of the Home page. 


A unique User ID and Password is required.  Please click below if you need a User ID and Password.


 Request a UserID and Password: Email Me


Please contact my office, if you have any further problems.


Once you have completed your My1040Data your tax information will be reviewed and validated for completeness and accuracy by our firm.  A follow-up interview may be conducted to clarify and correct your information, secure missing information and suggest any tax beneficial alternatives.  After a  final, line by line,  review your  returns are prepared for electronic filing and mailed to you.  



 






 


Problem Accessing My1040Data?

 



If you are encountering problems accessing your My1040Data, please note the following requirements:


User ID and Password are case sensitive


Next Check the following:


Fixing the first two normally resolves all problems. To determine your Internet Browser Version: If still unsuccessful, call me and I will send you a paper organizer


1. https://www.My1040Data.com must be a trusted site 


       Open Internet Explorer


       Click Tools


       Select Internet Options


       Select Security Tab


       Select Trusted Sites        


       Select Default level and set to medium or low


       Select Sites and Add this web site: https://www.My1040Data.com


       Click OK (twice)


2. All Pop-up Blockers must be turned off/disabled.


        You may have multiple pop-up blockers; one associated with each tool bar.


        For Internet Explorer click Tools


        Select Pop-Up Blocker


        Select Pop-Up Blocker Settings


        Type in the Add Box    My1040Data.com


        Click Add


        Click Close


        You may also need to Select the Turn-off Pop-Up Blocker Setting


        If you have Google or Yahoo Toolbars you will have to turn their Pop-Up Blockers off.


        There should be an Icon on the respective toolbar to click that will disable the Pop-Up Blocker.


3. Your Internet Browser must be either:  



       Internet Explorer 10.0 or higher


       Google Chrome


       Safari for Mac


 



        Launch Internet Explorer


        Click Help


        Click About Internet Explorer


        A box will open with the Version #


4.   Check Other Internet Browser Settings




Open Internet Explorer




          Click Tools


         Select Internet Options





A: Select Privacy Tab and Set to medium or below


B: Select Security Tab and Select Internet Web Content Zone








Click Default level and Set to medium or below


Click Custom level and Check the Following:






Cookies must be Enabled. 


ActiveX controls must be Enabled 


JAVAScript must be Enabled




Click OK (twice)

Select Internet Options








 









 



Right Click on your Internet Explorer Icon


Click on Clear History


Select OK


Click Delete Files


Select Delete All Offline Content


Click OK (twice)



 






5.   Login to My1040Data





 Goto my web-site  www.DJKtax.com


Click My1040Data Icon


Enter User ID:


Enter Password:


Remember: User ID and Password are case sensitive