Submit your tax documents

1
Not sure what's needed? Below are some general information we might need to complete your income tax return
2
Tax year* This field is required.
2023
2022
2021
2020
2019
2018
2017
2016
2015 or before
3
Did you have rental income during the tax year?
YESNO
4
Click here to download template
5
Rental properties: Once you have completed the downloadable Excel file containing income and expense information for your rental properties, please click the following link to upload it. If you understand, please click 'Understood'. If not, please click 'I need guidance', and we will contact you once we receive your documents. --> Link: https://form.jotform.com/241824876566066
UnderstoodI need Guidance
6
Did you sell a rental or your primary house during the tax year?
YESNO
7
Please answer below regarding sale of house
The sold house is a rental
The sold house was my primary home
I sold both primary and rental house (s)
Other
8
Please upload any HUD statement (s) for the sale of the house (s). If you sold more than one property, please upload the HUD statements for all properties you sold
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Select files to upload
Max. file size: 10.6MB
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9
Please select one optionLooking at the previous year's income tax return is vital in the process of gathering documents from clients. Your previous tax return may help us understand how we should approach your tax return beyond what you provide us on this form
My previous year's tax return was prepared by Maxscale Accounting Corp
My previous year's tax return was prepared by another firm other than Maxscale Accounting Corp
I've never filed a tax return before
10
Please upload previous year's tax return
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Select files to upload
Max. file size: 10.6MB
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11
Please select an option for the selected tax year
Correction to an existing income tax
New income tax (selected year was never done before)
12
Estimate no.
13
Name* This field is required.
First Name
Last Name
14
Email* This field is required.
example@example.com
15
Phone Number* This field is required.
Please enter a valid phone number.
16
Date of birth* This field is required.
Month
Day
Year
17
Gender* This field is required.
Male
Female
18
can you be claimed as a dependent?* This field is required.
Yes
No
Not sure
19
Are you blind?
YESNO
20
Did taxpayer or spouse served in a combat zone during the current tax year?
YESNO
21
What is your marital status?* This field is required.
Single
Married
Divorced
Widow(er)
22
Select an option
My spouse and I will be on the same tax return
My spouse and I will file separate returns
23
Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
24
Select all that apply* This field is required.
I worked as an employee during the tax year
I worked as a self-employed during the tax year
I am a student
I am unemployed
I own a corporation
25
Occupation* This field is required.
26
Do you currently own an LLC company or owned it during the tax year?
Yes
No
27
Please select an option for your LLC
I am the only owner
I have a partner who also owns this LLC
28
Please enter your company legal name
29
Industry
30
Enter EIN number
31
Did you receive a W2 form from your employer? * This field is required.
Yes
No
What is a W-2 and what is its purpose? Form W-2 form should be provided by your employer no later than January 31st. The W-2 form lists the wages your employer paid you throughout the year. for questions on how to get your W2 and whether you are eligible to receive one, please email info@maxscaleaccountin.com or text (954) 686-2922
32
Upload W2* This field is required.
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Select files to upload
Max. file size: 10.6MB
Please upload all W2's and 1099's received during the tax year
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33
Do you have a driver's license/Valid US ID?* This field is required.
Yes
No
34
Upload driver's license
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Max. file size: 10.6MB
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35
Do you have a social security?* This field is required.
Yes
No
36
Upload social security* This field is required.
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Select files to upload
Max. file size: 10.6MB
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37
Did you receive a 1099-NEC/1099-Misc form?* This field is required.
Yes
No
According to Investopedia, A 1099 form is used to report non-employment income, including dividends paid from owning a stock or income that you earned as an independent contractor.
38
Upload all 1099-NEC/MISC
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Max. file size: 10.6MB
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39
Did you have capital gain/losses during the tax year or income from dividends/interest and or other investment income/loss?
YESNO
40
Upload all capital gain/loss statements such as 1099-DIV/1099-INT/Broker Statement including Crypto transactions if applicable
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Select files to upload
Max. file size: 10.6MB
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41
Select "YES" to enter total income earned as a self-employed* This field is required.
Yes
No
As an independent contractor, you may or may not receive a 1099 from clients who paid you for your service during the tax year.
42
Enter total self-employment income* This field is required.
43
Select "YES" to enter business-related expenses or "NO" to skip this option
YESNO
44
Enter yearly expenses by category
45
Did you use part of your personal home for business?* This field is required.
Yes
No
46
Select the estimated percentage of your home used for business purpose* This field is required.
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%2
%3
%4
%5
%6
%7
%8
%9
%10
%11
%12
%13
%14
%15
%16
%17
%18
%19
%20
%21
%22
%23
%24
%25
26%
27%
28%
29%
30%
31%
32%
33%
34%
35%
36%
37%
38%
39%
40%
41%
42%
43%
44%
45%
46%
47%
48%
49%
50%
47
Do you have any receipts that supports the expenses you just entered above?* This field is required.
Yes
No
48
Receipts upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
This field is not required. However, we recommend you to upload as many receipts as you can to support your expenses
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49
Do you rent or own?* This field is required.
Rent
Own
50
Did you receive a form 1098 (Mortgage interest statement) from a lender?* This field is required.
Yes
No
Not sure
You should receive a 1098 form from your lender if you paid 600.00 or more in mortgage interest during the tax year. This document may be sent to you by mail before January 31st or in most cases, it can be downloaded from your lender's customer portal
51
Upload form 1098* This field is required.
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Select files to upload
Max. file size: 10.6MB
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52
Do you have kids?* This field is required.
Yes
No
To meet the qualifying child test, your child must be younger than you and either younger than 19 years old or be a "student" younger than 24 years old as of the end of the calendar year. There's no age limit if your child is "permanently and totally disabled" or meets the qualifying relative test
53
Did any of your children live with you during the tax year?* This field is required.
Yes
No
54
Did you receive advanced child tax credit payments during the tax year?* This field is required.
YESNO
55
Total amount received from advanced child tax credit payments * This field is required.
56
Number of children considered for these payments* This field is required.
57
Did you incur in child and dependent care expenses during the tax year?
Please Select
Please Select
Yes
No
58
Upload documentation/support for
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Max. file size: 10.6MB
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59
Did you receive the FIRST Economic Impact payment for 1,200 if single and 2,400 if married filing jointly?* This field is required.the first Economic Impact Payment was $1,200 ($2,400 if married filing jointly) plus $500 for each qualifying child you had in 2020 ; and. the second Economic Impact Payment was $600 ($1,200 if married filing jointly) plus $600 for each qualifying child you had in 2020.
YESNO
60
Enter the total amount received for FIRST Economic impact payment* This field is required.
61
Did you receive the SECOND Economic Impact payment for $600 if filing as a single and $1,200 if married filing jointly?* This field is required.The payment is worth up to $600 for each adult and each qualifying child dependent in the household . For example, a family of four would receive up to $2,400.
YESNO
62
Enter the total amount received for SECOND Economic Impact payment* This field is required.
63
Did you receive the THIRD Economic Impact payment for $1,400 if single and 2,800 if married filing jointly?* This field is required.The third round of stimulus payments is worth up to $1,400 per person if your adjusted gross income is $75,000 or less as a single filer or $160,000 or less as a joint filer . Families are entitled to $1,400 per dependent for dependents of any age.
YESNO
64
Enter the total amount received for THIRD Economic impact payment* This field is required.
65
Enter children information* This field is required.
66
Upload your children social security* This field is required.
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Select files to upload
Max. file size: 10.6MB
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67
Upload proof of your child's current residence (optional)
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Select files to upload
Max. file size: 10.6MB
School records or statement----Landlord or property management statement-----Health provider statement-----Medical records------Child care provided records------Placement agency statement------Social service records or statement------Place of worship statement------Indian tribal official statement------Employer statement.
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68
Was there any qualified dependent(s) other than your own child living with you during the tax year?* This field is required.Not sure? a qualified dependent other than your own child can be your brother, sister, half-brother, half-sister, stepbrother, or stepsister or a descendant of any of them. Your father, mother, grandparent, or stepparent, but not a foster parent. Your son-in-law, daughter-in-law, father-in-law, mother-in-law, brother-in-law, or sister-in-law. Your uncle, aunt, nephew, or niece. The qualifying dependent can’t have provided more than half of his or her own support.
Yes
No
69
Did your additional dependent live with you during the tax year?* This field is required.
Yes
No
70
Additional dependents* This field is required.
71
Upload your additional dependents social security* This field is required.
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Select files to upload
Max. file size: 10.6MB
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72
Upload proof of your additional dependents residence (optional)
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Select files to upload
Max. file size: 10.6MB
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73
Did you receive any Social security benefits or payments from pension during the tax year* This field is required.
Yes
No
If you received social security benefits during the tax year, you should receive a SSA-1099 form before January 31st showing the total payments you received during the tax year. If you received payments from pension, you should receive a 1099-R form.
74
Please upload SSA-1099 and or Form 1099-R
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
If you received social security benefits during the tax year, you should receive a SSA-1099 form before January 31st showing the total payments you received during the tax year. If you received payments from pension, you should receive a 1099-R form.
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75
Did you have health insurance through the market place during the tax year?* This field is required.
Yes
No
Not sure
If you had a Marketplace plan in during the tax year, you should get Form 1095-A, Health Insurance Marketplace Statement, by mail no later than mid-February. It may be available in your HealthCare.gov account as soon as mid-January.
76
Upload Form 1095-A
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Select files to upload
Max. file size: 10.6MB
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77
During the tax year, were you enrolled in a college, university, vocational school, or other eligible post-secondary education institution?* This field is required.
Yes
No
78
Enter education institution(s) information
79
Did you have any education expenses (Highly recommended)
Yes
No
80
Education Expenses
81
Did you receive a 1098-T form from your school?* This field is required.
Yes
No
If you have not received a 1098-T form from your school, You may check on your student portal (Most schools make documents available for download on the student portal).
82
Upload form 1098-T
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Select files to upload
Max. file size: 10.6MB
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83
Full Name (Spouse)
First Name
Last Name
84
Date of birth * This field is required.
Month
Day
Year
85
Gender (Spouse)* This field is required.
Male
Female
86
Select all that apply* This field is required.
I worked as an employee during the tax year
I worked as a self-employed during the tax year
I am a student
Unemployed
87
Do you currently own an LLC company or owned it during the tax year? (Spouse)
Yes
No
88
Please select an option for your LLC
I am the only owner
I have a partner who also owns this LLC
89
Please enter your company legal name
90
Industry
91
Enter EIN number
92
Did you receive a W2 form from your employer? * This field is required.
Yes
No
What is a W-2 and what is its purpose? Form W-2 form should be provided by your employer no later than January 31st. The W-2 form lists the wages your employer paid you throughout the year. for questions on how to get your W2 and whether you are eligible to receive one, please email info@maxscaleaccountin.com or text (954) 686-2922
93
Upload W2 * This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Please upload all W2's and 1099's received during the tax year
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94
Do you have a driver's license/Valid US ID? * This field is required.
Yes
No
95
Upload driver's license
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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96
Do you have a social security? * This field is required.
Yes
No
97
Upload social security (Spouse)* This field is required.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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98
Did you receive a 1099 form? * This field is required.
Yes
No
According to Investopedia, A 1099 form is used to report non-employment income, including dividends paid from owning a stock or income that you earned as an independent contractor.
99
Upload 1099
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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100
Select "YES" to enter total income earned as a self-employed * This field is required.
Yes
No
As an independent contractor, you may or may not receive a 1099 from clients who paid you for your service during the tax year.
101
Enter total self-employment income * This field is required.
102
Select "YES" to enter business-related expenses or "NO" to skip this option
YESNO
103
Enter yearly expenses by category
104
Did you use part of your personal home for business? * This field is required.
Yes
No
105
Select the estimated percentage of your home used for business purpose * This field is required.
%1
%2
%3
%4
%5
%6
%7
%8
%9
%10
%11
%12
%13
%14
%15
%16
%17
%18
%19
%20
%21
%22
%23
%24
%25
26%
27%
28%
29%
30%
31%
32%
33%
34%
35%
36%
37%
38%
39%
40%
41%
42%
43%
44%
45%
46%
47%
48%
49%
50%
106
Do you have any receipts that supports the expenses you just entered above? (Spouse)* This field is required.
Yes
No
107
Receipts upload
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
This field is not required. However, we recommend you to upload as many receipts as you can to support your expenses
Cancelof
108
Are you retired? * This field is required.
Yes
No
109
Did you receive any Social security benefits or payments from pension during the tax year * This field is required.
Yes
No
If you received social security benefits during the tax year, you should receive a SSA-1099 form before January 31st showing the total payments you received during the tax year. If you received payments from pension, you should receive a 1099-R form.
110
Please upload SSA-1099 and or Form 1099-R
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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111
Did you have health insurance through the market place during the tax year?* This field is required.
Yes
No
Not sure
If you had a Marketplace plan in during the tax year, you should get Form 1095-A, Health Insurance Marketplace Statement, by mail no later than mid-February. It may be available in your HealthCare.gov account as soon as mid-January.
112
Upload Form 1095-A
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Select files to upload
Max. file size: 10.6MB
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113
Are you currently enrolled in a college, university, vocational school, or other eligible post-secondary education institution? * This field is required.
Yes
No
114
Enter education institution(s) information
115
Did you have any education expenses (Highly recommended)
Yes
No
116
Education Expenses
117
Did you receive a 1098-T form from your school? * This field is required.
Yes
No
If you have not received a 1098-T form from your school, You may check on your student portal (Most schools make documents available for download on the student portal).
118
Upload 1098-T
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Select files to upload
Max. file size: 10.6MB
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119
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120
Detected Location
121
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