Secure Tax Document Upload
What Documents to Upload
Please upload clear photos or PDFs of all documents that apply to you.
You may return to this link later to upload additional files.
Identity Documents (Required):
1. Driver’s License or State ID (front and back)
2. Social Security cards for you, your spouse, and dependents
3. Birth Certificates for dependents (if applicable)
Income Documents:
1. W-2s (all employers)
2. 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV
3. SSA-1099 (Social Security)
4. 1099-R (retirement income)
5. 1099-G (unemployment), if applicable
6. Self-Employed / Business (If Applicable):
7. 1099 forms
8. Income summaries or bank statements
9. Business expense records
10. Mileage logs
11. EIN letter or business license (if applicable)
12. Credits & Other Documents:
13. Childcare receipts
14. Education forms (1098-T)