Taxpayer Documents – Braswell Tax Service

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 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., if applies)

Please upload any other income documents that you may have

Taxpayer Information

Taxpayer information and documents

Taxpayer Name*
First Last
Taxpayer Phone Number*
Spouse Name
First Last
Spouse Phone Number
Address*
Street Address Address Line 2 City State ZIP Code
Email Address*
Enter Email Confirm Email
Dependents
Dependent Name Social Security Number Date Of Birth Relationship

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)
Upload Documents Here*
Drop files here or
Upload all Taxpayer documents including spouse and dependents documents, if necessary

Dependent Name	Social Security Number	Date Of Birth	Relationship