SmartVault Secure Portal
We save our clients time and money by leveraging technology to exchange documents and information. Our secure client portal and online submission forms offer confidential and convenient methods of getting your information to the appropriate Sharp Point team member. We take the responsibility of protecting your privacy and data security very seriously, and have partnered with SmartVault technology to maintain the security of your digital information. SmartVault employs SSL and encryption to protect your documents, passwords and interactions. You can read more about SmartVault's security features here
Watch this quick video on how to upload files.
While we embrace the power of technology, our clients value our commitment to face-to-face interactions and personal relationships. Call, email or text your dedicated client services team member at any time.
Payroll Processing Center
Download new hire forms or input data directly into our convenient online submission forms. Click the name of the form you need, which will open in a new window. Before we process the online submission form data, we will call you to verify that you indeed have initiated this change to your payroll.
New Hire - Employee Set-Up Form
Direct Deposit Form
Employee Change of Information Form
New Contractor Set-Up Form
Contractor Change of Information Form
Employee Termination Form
If you prefer to complete a form by hand, please download the PDF below and upload the completed form to your SmartVault "Client to Sharp Point" upload folder, or fax to (847) 503-9132. We'll call to confirm.
New Hire - Employee Set-Up Form - PDF
Employee Change of Information Form - PDF
New Contractor Set-Up Form - PDF
Contractor Change of Information Form - PDF
Employee Termination Form - PDF
Tax Worksheets
Section coming soon
2020 Federal Tax Compliance Calendar
Below is a summary of the major federal tax compliance deadlines in 2020.
Please note that these have been updated with regard to the revised tax deadlines provisioned by The CARES Act response to COVID-19.
Individuals
Wednesday, Jan 15, 2020 - Pay the final installment of your 2019 estimated tax using Form 1040-ES.
Wednesday, July 15,2020 - File Form 1040, 1040A, or 1040EZ and pay any tax due. For automatic 3-month extension file Form 4868. Extension payments are due by your original due date.
Wednesday, July 15,2020 - Pay the first and second installments of 2020 estimated tax - via Form 1040-ES
Tuesday, Sept 15, 2020 - Pay the third installment of 2020 estimated tax - via Form 1040-ES
Thursday, Oct 15, 2020 - File Form 1040, 1040A, or 1040EZ if you timely requested a 3-month extension. Pay any tax, interest, and penalties due.
1120-S Corporations
Friday, Jan 31, 2020 - Furnish Form 1099 to recipients for certain payments during 2019. Furnish Form W-2 to employees who worked for you during 2019.
Monday, Mar 16, 2020 - File Form 1120-S for calendar year and pay IL replacement tax. Give a copy of Sch. K-1 to each shareholder. For automatic 6-month extension to file the return, file Form 7004. File Form 2553 to elect S Corp status beginning with calendar year 2020.
Tuesday, Sept 15, 2020 - File calendar year Form 1120-S if you timely requested a 6-month extension. Provide each shareholder with a copy of the final or amended Sch. K-1
1065 Partnerships
Friday, Jan 31, 2020 - Furnish Form 1099 to recipients for certain payments during 2019. Furnish Form W-2 to employees who worked for you during 2019.
Monday, Mar 16, 2020 - File Form 1065 and furnish a copy of Sch. K-1 to each partner. For automatic 6-month extension to file the return, file Form 7004.
Tuesday, Sept 15, 2020 - File Form 1065 if you timely requested a 6-month extension. Profide each partner with a copy of their final or amended Sch. K-1
1120 Corporations
Friday, Jan 31, 2020 - Furnish Form 1099 to recipients for certain payments during 2019. Furnish Form W-2 to employees who worked for you during 2019.
Wednesday, July 15, 2020 – File Form 1120 and pay any tax due. For an automatic 3-month extension to file the return, file form Form 7004 and deposit what you estimate you owe in taxes.
Wednesday, July 15, 2020 – Deposit the first and second installments of 2020 estimated tax. Form 1120-W is available to help you estimate your tax for the year.
Tuesday, Sept 15, 2020 – Deposit the third installment of 2020 estimated tax. Form 1120-W is available to help you estimate your tax for the year.
Thursday, Oct 15, 2020 – File Form 1120 if you timely requested a 3-month extension. Pay any tax, interest and penalties due.
Tuesday, Dec 15, 2020 – Deposit the final installment of 2020 estimated tax. Form 1120-W is available to help you estimate your tax for the year.
Track Your Tax Refund
Click HERE to check the status of your Federal refund
When to check status of your refund:
Within 24 hours after the IRS has received your e-filed tax return; or
4 weeks after mailing your paper return.
When the IRS processes your tax return and approves your refund, you can see your approximate date of refund deposit. Even though the IRS issues most refunds in less than 21 days after they receive your tax return, it’s possible your tax return may require additional review and take longer.
You should only call the IRS if it has been:
21 days or more since you filed electronically;
More than 6 weeks since you mailed your paper return; or
The Where’s My Refund? tool directs you to contact them.
Click HERE to check the status of your IL refund.
You must select the blue "Individuals" button at the top of the page and click the "Where's My Refund?" link under "Individual Income Tax-related Items" in the left hand column.
The Illinois Department of Revenue (IDOR) is taking additional steps to protect Illinois taxpayers from identity theft and fraud. As a result of the new security measure, your refund may take longer than in previous years.
Illinois Post Office Hours on Tax Day
Chicago has one post office that is open until midnight, and other Illinois cities like Aurora, Bedford Park, Naperville and Rockford are open until 7 p.m.
433 W Harrison St. Floor Lobby
Chicago, IL 60699
Phone: 312-983-8130
Open until midnight, last collection at 6 p.m.
6801 W 73rd St.
Bedford Park, IL 60499
Phone: 708-563-7800
Open until 7 p.m., last collection at 7 p.m.
525 N. Broadway
Aurora, IL 60505
Phone: 630-844-8810
Open until 7 p.m., last collection at 5 p.m.
1750 W. Ogden Ave.
Naperville, IL 60540
Phone: 630-717-2662
Open until 7 p.m., last collection at 5:45 p.m.
5225 Harrison Ave.
Rockford, IL 61125
Phone: 815-229-4804
Open until 7 p.m., last collection at 7 p.m.