2025 Tax Season Workflow for S Corporations

Introduction to 2025 Tax Season

Navigating the Mobile Interface

Not the Best Engagement Summary Overview

A Better Engagement Summary & Services Menu Overview

Signing Your Engagement Letter

Terms & Conditions

Initial Payment (Stripe Payment Task)

Completed Task Grouping

Initial Information Tasks & New Moxo Functionalities

Initial Information Meetings

Working Through Tax Return Preparation

Tax Return Delivery

eFile Acceptance & Saving Your Documents

Desktop vs Mobile

This video will walk you through the 2025 Workspace design for pass through entity tax returns on a mobile device.

You can find the desktop video here: https://komododecks.com/recordings/MQ6YgEHDs1d7wiFBKgk4?onlyRecording=1

You can find the desktop guide here: https://komododecks.com/guides/6qet2cW4h5YUIYutOySV

2025 Tax Season Pass Through Entity Moxo Workspaces (Mobile)