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 a 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 for current tax year
- 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., if applies)
Please upload any other income documents that you may have