Please fill in all the necessary fields below for the taxpayer, spouse and dependents as needed. Upload all Tax documents for the taxpayer, spouse and dependents. If there is no spouse or dependent leave those fields blank. Documents can be uploaded using mobile device or desktop

What documents do I need to upload:

This is a basic list of items needed for most taxpayers, if you have a spouse upload their documents as well

  • Driver’s License or Government Issued ID
  • Social Security Card(add dependents social security card, if applies)
  • w2s for all employers in 2018
  • 1099s (for subcontractors and self employed, if applies)
  • 1099-INT ( for interest income, if applies)
  • 1098-T( student documentation, if applies)
  • Business Expenses
  • Itemized List of personal expenses (medical, dental, vision premiums, co pays, charitable contributions, etc.)

Please upload any other income documents that you may have

Taxpayer Information

Taxpayer information and documents
  • Dependent NameSocial Security NumberDate Of BirthRelationship 
    Enter each dependents Name, Social Security Number, Date of Birth, and Relationship (daughter, son, grandchild, niece, nephew, brother, sister, aunt, uncle, step child, foster child, half brother, half sister, step brother, step sister, grandparent, other)
  • Drop files here or
    Upload all Taxpayer documents including spouse and dependents documents, if necessary