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Knowledge & Support

QFS Knowledge Hub & Resources

Access essential information, checklists, and official links to prepare for your notary or tax appointment.

Notary FAQ & Tips

Tax Preparation Checklists

Tax Preparation Checklists

  • ID Requirements: Learn what forms of identification are legally acceptable.
  • When to Sign: Crucial reminder: *Never* sign your document before the notary arrives.
  • Witnesses: Guidance on when and how to secure required document witnesses.
  • Mobile Service: Details on how to prepare your location for a mobile appointment.

Review Full Notary Details

Tax Preparation Checklists

Tax Preparation Checklists

Tax Preparation Checklists

  • Individual Filers: W-2s, 1099s, mortgage interest statements, and educational expenses.
  • Small Business: P&L statements, expense categorization, and home office deduction requirements.
  • Investment Income: Consolidated 1099 forms (B, DIV, INT) and crypto transaction history.
  • Child Tax Credit: Documentation needed for dependents and qualifying relatives.

Prepare Your Documents

Helpful Government Links

Refund Status

https://sa.www4.irs.gov/wmr/


USCIS I-9 Guidelines

https://www.uscis.gov/i-9


Tax Withholder Calculator

https://apps.irs.gov/app/tax-withholding-estimator

These links are provided for informational purposes only. QFS is not responsible for external site content.

Secure File & Seal Protocol

  • Digital Security: Overview of our secure, encrypted digital storage standards.
  • Retention Policy: Details on how long we securely retain your records (Notary Journal, etc.).
  • Retrieval Process: How to request certified copies of sealed documents or journal entries.
  • Quality Guarantee: What the QFS Seal assures in terms of document integrity and compliance.

Quality File & Seal Notarize Fast File taxes Smart. 

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