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Document Checklist

Please upload the following documents for your tax preparation:

Required Documents

•Government-issued photo ID
•Social Security cards (all persons on return)
•W-2 forms from all employers
•1099 forms (if applicable)
•Bank account information for direct deposit

Additional Documents (if applicable)

•Form 1098 (mortgage interest)
•Form 1098-T (education expenses)
•Childcare provider information
•Business income/expense records
•Last year's tax return

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What Happens Next?

We Review Your Documents

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We Contact You

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We Prepare Your Return

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Review & E-File

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