You probably need no reminder; however, it’s time for your Clients to start thinking about tax season! TASC makes it fast and easy for your Clients to get the records they need with MyTASC online tools. These tools let your Clients download their AgriPlan, BizPlan and No Limit Plan Year-End Report as soon as they’ve finished submitting all of their medical expenses for the year—and the earlier they have their Year-End Report in hand, the sooner they can schedule an appointment with you or their tax professional!
We make it fast and easy for your Clients to download their Year-End Report
Here are the instruction we are sending to your Clients:
- Log in to your MyTASC account at http://www.tasconline.com. There’s an instructional video on how to log in to MyTASC on the TASC home page.
- Enter any additional medical expenses that weren’t purchased through your TASC Card. (Expenses paid for with your TASC card are already included.)
- Click on the Create Year-End Report button (found under both My Expenses and the Year-End Report tab in MyTASC).
- We’ll compare your expenses against a list of eligible ones. If your expenses are approved, you’ll be able to immediately create and print your report in PDF format.
- If any of your submitted expenses are in question, your Year-End Report will take another three to five business days for manual review. After this review and approval, you’ll receive an email with a link to log back into MyTASC and you’ll be able to download your report at your convenience.
Do you prefer a paper Transmittal?
If you told us last year that you wanted a Transmittal form mailed, you will receive one in the mail this year and every year thereafter.
If you have not previously request a mailed paper Transmittal form and would prefer this method of reporting your expenses, please complete our Online Form or submit a MyService Request online (log in to MyTASC, click on the Contact Us tab, click on the Service Request link, fill out and submit the form). Please have your TASC ID available. You should receive your paper Transmittal in the mail within 5 to 10 business days. You need only contact us one time in regard to receiving a mailed Transmittal.
Would you like to save time and print a Transmittal worksheet?
If you would like to download and complete a paper Transmittal of your expenses, click on Year-End Report from the MyTASC home page or the Year-End Report tab anytime after December 20th. Then simply click on the Paper Transmittal link to open and print a PDF Transmittal worksheet. Complete the form and mail to TASC.
Thank you for your business!