Personal Tax Filers

As an individual filer, prepare to upload essential documents that support your tax filing:

• W-2 and 1099 Forms: Reflecting wages, salaries, interest, and dividends.

• Deductions: Receipts or statements for deductible expenses, such as mortgage interest or charitable contributions.

• Identification Documents: Such as your latest tax return for verification if needed.

Schedule C Filers

If you're required to file a Schedule C, be sure to have the following:

• Profit and Loss Statements: Detailing your business's income and expenses.

• Receipts: For business-related expenses, such as travel, office supplies, or contracting costs.
  

For business filings, you'll need to upload a comprehensive set of documents to ensure accurate and efficient processing. This typically includes:

• Tax Forms: Completed versions of forms 1120, 1120S, or other corporate documents.

• Financial Statements: Profit and loss statements, balance sheets, and cash flow statements.

• Supporting Documents: Any additional relevant documents, such as payroll records, receipt of business expenses, or annual reports.

For non-profit organizations, ensure you have the following documents ready for upload:

• Prior Yr Tax Form 990N,990/990EZ: Depending on your organization's size and revenue.

• Financial Statements: Detailed records outlining your organization's income and expenses.

• Program Service Revenue: Reports showing revenue generated from specific services related to your tax filing.

  If you have other issues concerning your non profit, please book a “support” Appointment from our booking page.

In cases where you're filing only a Schedule C for profit and loss, the focus will be on:

• Income Records: Any documents or receipts that verify the income generated by your business.

• Expense Receipts: Clear documentation supporting deductions for any business expenses.