Tax Client Submission Form

Tax Document Submission Portal
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Select the option below for the type of submission you would like to make.*

Quick Upload (Any return type)Personal Tax Return (1040 due 4/15)Business Tax Return (Partnership, S-Corp, Nonprofit)Request extension (6 more months to file)Update draft return
Are you a new or returning client?

New ClientReturning Client
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
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Upload back and front of your driver's license or photo ID.*

Required to ensure the identify of individual submitting documents or requests.
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Upload documents for our tax team.*

Please provide the additional documents you wish to send your tax preparer.
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I understand that I can only use the quick upload option if I previously submitted my intake form or I am a returning client. New clients are advised to complete the quided question option to ensure they provide all required information.*

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	Email	Ownership Percentage	Total Cash Contributed in Tax Year	Total Cash Distributions in Tax Year
Owner 1
Owner 2
Owner 3
Owner 4
Owner 5
Owner 6
Owner 7
Owner 8
Owner 9
Owner 10

	Legal Name (First & Last)	SSN or TIN	DOB	Occupation	Identity Protection Pin
Taxpayer
Spouse

	Telephone #	E-mail Address	Status
Taxpayer
Spouse

Tax Document Submission Portal

	Car #1	Car #2	Car #3
Year, Make, & Model of your Vehicle
Number of Miles Driven for Business
Date vehicle placed into service for the business
Do you have written evidence to support your mileage (log, MileIQ, app, etc.)?
Used for self employment or rental property?

	Home #1	Home #2	Home #3
Square footage of home office
Square footage of entire home
Total rent for entire home (If mortgage upload 1098)
Total utilizes for entire home
Total repairs for entire home
Total home or renters insurance

	Applicable?	Amount (or upload below)
Amounts paid out of pocket (NOT with HSA) for healthcare (doctors, hospitals, lasik, eye care + glasses/contacts, acupuncture, chiropractors, dentists, birth control, fertility, breast pumps, pregnancy tests, alcoholism + drug addiction treatments, prostheses, bandages, hearing aids, learning disabilities, conferences, nursing homes, psychologists, tutoring for children with special needs, sterilization, smoking cessation, hard-of-hearing telephones and televisions, and more. see IRS pub. 502.
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Amounts of miles driven for medical purposes
Form 5498-SA showing HSA contributions
HSA contributions made outside of your employer (often after year-end but before tax deadline)
Self-Employed Health Insurance: Amount paid out of pocket for premiums (if you did not qualify for coverage through your employer or your spouses employer, and excludes Christian Health-sharing ministries, which do not count as health insurance)
Insurance premiums paid out of pocket (amount not covered by your employer)
Cost of medical travel (lodging and meals)

	Applicable?	Amount (or upload below)
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
Receipts for classroom expenses (for educators in grades K-12)
Form 1099-Q 529 Savings Account Distributions
529 Account Contributions (Deductible in Some States)

	Applicable?	Amount (or upload below)
Cash amounts donated to houses of worship, schools, other qualified charitable organizations
Records of non-cash charitable donations (Thrift Store donations, car donations, etc.)
Amounts of miles driven for charitable purposes
Appreciated stock donation (DAF)

	Provider Name	Provider Tax ID	Amount Paid	Type of Care	Did you use this provider to work or look for work?	Amount Was Paid with Dependent Care FSA
Provider 1
Provider 2
Provider 3
Provider 4