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Gather Your Documentation

Whether your a first time or returning client, you may find the needed documents below:

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Upload Process

Once your account is created, you can begin the upload process.

Needed Documents

First year clients only
  • Prior Year Federal Tax Return
  • Driver’s License (taxpayer and spouse if applicable)
  • Social Security Cards or ITIN Papers (for everyone on tax return)
  • Completed eTaxCenter Organizer available after login
State Tax Returns

Find more information regarding your state by clicking the map below:

 

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All clients new and returning
  • All Forms W-2 (wages), 1099-INT (interest), 1099-DIV (dividends), 1099-B (proceeds from broker or barter transactions), 1099-R (pensions and IRA distributions), Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided form the payer.
  • Form 1095-A (for health insurance purchased through a public exchange), Form 1095-B (for health insurance purchased outside of a public exchange), or Form 1095-C (for employer-provided health insurance coverage).
  • Copy of the closing statement if you bought or sold real estate.
  • Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage.
  • Detail of estimated tax payments made, if any.
  • Income and deductions categorized on a separate sheet for business or rental activities.
  • List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions.
  • Copy of all acknowledgement letters received from charitable organizers for contributions made in 2015.

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