FILE YOUR TAXES WITH TAX BAE

HEY BAE! ARE YOU READY TO FILE YOUR TAXES?

UPON COMPLETING YOUR CLIENT FORM YOU WILL RECIVE A PORTAL LINK TO UPLOAD YOUR TAX DOCUMENTS.
CHOOSE YOUR TAX BAE*
(Your submission will only be visible to the Tax Bae you choose.)
YEAR OF TAX PREPARATION *
NEWRETURNING
YESNO
YESNO
- WHAT'S YOUR FILING STATUS?
- PLEASE SELECT YOUR FILING STATUS*
  YOUR FILING STATUS WILL BE DETERMINED BY THE INFORMATION PROVIDED TO THE TAX PREPARER
- HOW MANY DEPENDENTS DO YOU HAVE?*
- WHO'S THE PRIMARY TAXPAYER?
  
  PLEASE PROVIDE YOUR INFORMATION
- NAME*
  
  First NameLast Name
- CURRENT ADDRESS*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- DATE OF BIRTH*
  
  MonthDayYear
- SOCIAL SECURITY NUMBER*
  PLEASE ENTER YOUR SSN WITHOUT DASHES
- OCCUPATION*
- PHONE NUMBER*
  Please enter a valid phone number.
- EMAIL*
  example@example.com
- PLEASE UPLOAD YOUR DRIVER'S LICENSE OR STATE ID (ANY IDENTIFICATION PROVIDED MUST BE UNEXPIRED FOR ELECTRONIC PROCESSING)*
  
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- HAVE YOU BEEN ISSUED A TAXPAYER IP PIN BY THE IRS?
  PLEASE PROVIDE YOUR IP PIN IF REQUIRED BY THE IRS. IF THE IP PIN DOES NOT APPLY TO YOU PLEASE LEAVE THE FIELD BLANK AND MOVE ON TO THE NEXT QUESTION.
- WHAT'S YOUR MOTHER'S MAIDEN NAME?*
- SPOUSE
  
  PLEASE PROVIDE YOUR SPOUSE'S INFORMATION IF YOU ARE LEGALLY MARRIED OR PRESUMED MARRIED BY THE COMMON LAW STATUTE IN THE STATE YOU RESIDE IN
- NAME*
  
  First NameLast Name
- DATE OF BIRTH*
  
  MonthDayYear
- SOCIAL SECURITY NUMBER*
- OCCUPATION*
- PHONE NUMBER*
  Please enter a valid phone number.
- EMAIL*
  example@example.com
- SPOUSE'S DRIVER'S LICENSE OR STATE ID*
  
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- SPOUSE'S IP PIN (PLEASE PROVIDE IF YOU HAVE BEEN ISSUED A TAXPAYER IP PIN BY THE IRS)
  PLEASE PROVIDE YOUR IP PIN IF REQUIRED BY THE IRS. IF THE IP PIN DOES NOT APPLY TO YOU PLEASE LEAVE THE FIELD BLANK AND MOVE ON TO THE NEXT QUESTION.

DID YOU PAY FOR CHILDCARE? LET'S SEE IF WE CAN QUALIFY YOU FOR AN ADDITIONAL CREDIT. (PLEASE SKIP IF NOT APPLICABLE)
NAME OF CHILDCARE PROVIDER
CHILDCARE PROVIDER SSN OR EIN
AMOUNT PAID FOR CHILDCARE
WHICH CHILD(REN) RECIEVED CHILDCARE?
CHILDCARE PROVIDER ADDRESS

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
HIGHER EDUCATION

DID YOU ATTEND COLLEGE, TECHNICAL SCHOOL, OR EQUIVALENT? PLEASE PROVIDE ALL TUITION INFORMATION. YOU WILL BE PROMPTED AFTER YOUR SUBMISSION TO UPLOAD ALL REQUIRED DOCUMENTS I.E. 1098-T, 1098-E
UPLOAD ANY SCHOOL TAX FORM(S) (1098-T)

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YESNOUNSURE
UPLOAD STUDENT LOAN INTEREST FORM (1098-E)

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MEDICAL EXPENSES

DID YOU OR YOUR SPOUSE PAY FOR ANY MEDICAL EXPENSES THIS YEAR? YOU WILL BE PROMPTED TO UPLOAD ALL MORTGAGE TAX FORMS AT THE END OF YOUR SUBMISSION.
PLEASE LIST THE MEDICAL EXPENSE AND AMOUNT BELOW. PLEASE SKIP IF NOT APPLICABLE.
PLEASE PROVIDE THE COST FOR ANY OUT OF POCKET MEDICAL EXPENSES.
PLEASE REVIEW ALL UNCOMMON TAX EPENSES BELOW. IF ANY ADDITIONAL TAXES WERE PAID PLEASE ACCOUNT FOR THEM BELOW. PLEASE SKIP THIS SECTION IF IT DOES NOT APPLY TO YOUR TAX SITUATION.
STATE, LOCAL TAXES, OR ANY GENERAL SALES TAX PAID
STATE OR LOCAL REAL ESTATE TAX
STATE OR LOCAL PERSONAL PROPERTY TAXES
MORTGAGE EXPENSES & HOME OWNERSHIP

HEY BAE, DO YOU OWN OR RENT YOUR HOME?
PLEASE LIST ANY MORTGAGE INTEREST YOU PAID
PLEASE UPLOAD YOUR 1098-MORTGAGE STATEMENT IF APPLICABLE

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DID YOU PROVIDE ANY GIFTS TO CHARITY? (PLEASE SKIP IF NOT APPLICABLE.)
CHARITY 1 NAME AND AMOUNT DONATED
CHARITY 2 NAME AND AMOUNT DONATED
CHARITABLE CONTRIBUTION DOCUMENTS

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SOLAR POWER EXPENSES (PLEASE SKIP IF NOT APPLICABLE.)

DID YOU PAY ANY SOLAR EXPENSES?
ENERGY OR SOLAR POWER COST
PLEASE LIST ANY APPLICABLE ENERGY OR SOLAR EXPENSES PAID DURING THE TAX YEAR
PLEASE UPLOAD ANY PROOF OR DOCUMENTS FOR ENERGY OR SOLAR POWER COSTS

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UNEMPLOYMENT (PLEASE SKIP IF NOT APPLICABLE.)

PLEASE COMPLETE THIS SECTION IF YOU RECEIVED UNEMPLOYMENT FOR THIS TAX YEAR.
YESNO
PLEASE UPLOAD ANY UNEMPLOYMENT DOCUMENTS

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HEY BAE! ARE YOU READY TO FILE YOUR TAXES?

WHAT'S YOUR FILING STATUS?

WHO'S THE PRIMARY TAXPAYER?

SPOUSE

PLEASE PROVIDE ALL DEPENDENT INFORMATION

HEY BAE! LET'S TALK CREDITS...

DID YOU PAY FOR CHILDCARE? LET'S SEE IF WE CAN QUALIFY YOU FOR AN ADDITIONAL CREDIT. (PLEASE SKIP IF NOT APPLICABLE)

HIGHER EDUCATION

MEDICAL EXPENSES

PLEASE REVIEW ALL UNCOMMON TAX EPENSES BELOW. IF ANY ADDITIONAL TAXES WERE PAID PLEASE ACCOUNT FOR THEM BELOW. PLEASE SKIP THIS SECTION IF IT DOES NOT APPLY TO YOUR TAX SITUATION.

MORTGAGE EXPENSES & HOME OWNERSHIP

DID YOU PROVIDE ANY GIFTS TO CHARITY? (PLEASE SKIP IF NOT APPLICABLE.)

SOLAR POWER EXPENSES (PLEASE SKIP IF NOT APPLICABLE.)

UNEMPLOYMENT (PLEASE SKIP IF NOT APPLICABLE.)

LET'S TALK INCOME AND WAGES. HOW MUCH DID YOU MAKE?

WE'RE ALMOST THERE!

REFUND DISBURSEMENT