Upload Documents

Thank you for choosing Us to complete your tax return. Please upload all of the documents requested by your tax preparer here. Supported File Type are jpeg, png, jpg. gif, docx, pdf. txt, zip

You must complete a separate form for each year if you are filing for multiple years.

Which Tax Year(s) Are You Filing?

Did you receive monthly IRS Advance Child Tax Credit payments of $250 or $300 per child?

Do you owe the IRS, Child Support or in default with student loans?

Did you take any money from your 401 (k) or Pension Plan?

Did you live in multiple states during the year?

Do you have crypto currency transactions? (STOCKS 1099-R, 1099-B or 1099-DIV)

Do you have any gambling or lottery winnings? (ex: Hardrock Sports Betting)

Upload your W2-G form

Taxpayer's Driver's License/State ID UPLOAD ALL ID'S HERE (Spouse & Dependents)

Can someone else claim you as a dependent?

Taxpayer's Social Security Card(s) Upload all here (Spouse & Dependents)

Taxpayer's Birth Certificate(s) upload all here (Spouse & Dependents)

Do you have a IDENTITY THEFT IPPIN?

Upload IPPIN DOCUMENTS HERE IDENTITY THEFT / IF APPLICABLE

1099-G Unemployment Taxpayer/Spouse

Form 1098-T (School Credit)

Do you own a house?

Upload your 1098 Mortgage Interest Statement Here.

Upload W2's (ALL spouse, dependents)

Proof of Residency For Claiming HOH (Lease/Utility Bill )

Do you have Market Place Insurance? (Obama Care) (1095-A)

PLEASE UPLOAD YOUR 1095-A IF APPLICABLE

What is your marital status as of December 31st

Single (Not Married) Married living with Spouse Married not living with Spouse

Taxpayer's Name

Taxpayer's Social Security Number

Taxpayer's Date of Birth

Taxpayer's Phone Number

Taxpayer's Job Title

Home Address

City

State/Province

Postal/Zip Code

Taxpayer's Email Address

Did you pay over half of the expenses in the household, maintaining your residence for the entire year?

Are you self employed?

Upload your 1099-NEC or 1099-MISC form?

Do you receive any Government Assistance?

How many dependents are you claiming?

Were you or any of your dependents in college in 2024?

Have you ever been denied the Earned Income Tax Credit (EITC)?

How did you hear about us?

If someone referred you, please type his or her name here.

STOP!

Did you finish uploading your documents?

IF YOU DID NOT UPLOAD ALL NECESSARY DOCUMENTS YOUR INTAKE FORM WILL BE VOIDED.

How would you like your refund disbursed?

Primary Taxpayer's Signature

Date