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Document categories

Requested
W-2s
Wage statements
1 uploadedUpload +
Requested
1099s
1099-INT, DIV, NEC, MISC
0 uploadedUpload +
IDs
Driver's license, SSN cards
2 uploadedUpload +
Requested
Dependents
SSN cards, birth certs, childcare
0 uploadedUpload +
Business income
K-1s, gross receipts, ledgers
0 uploadedUpload +
Expense receipts
Deductible business/medical
3 uploadedUpload +
Prior year returns
Last 1–3 years of returns
1 uploadedUpload +
Requested
IRS letters
CP2000, notices, EIN letters
0 uploadedUpload +
Bank info
For refund direct deposit
0 uploadedUpload +
Rental / property
1098, HUD-1, rent rolls
0 uploadedUpload +
Payment / bank statements
For reconciliation
0 uploadedUpload +
Other
Anything else your preparer requested
0 uploadedUpload +

Recent uploads

  • W-2_Sterling_2025.pdf
    W-2s · 342 KB · 2h ago
    Received
  • DriversLicense.jpg
    IDs · 128 KB · Yesterday
    Received
  • Receipts_Q4.zip
    Expense receipts · 4.8 MB · Mar 04
    Processing
  • 2024_Return.pdf
    Prior year returns · 1.2 MB · Mar 02
    Received