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2026 Documents Upload Form
Please note: This form is for returning EFS clients only. If you are a new client for the 2026 tax season, please complete the 2026 Client Intake Form instead.
13
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1
Name
First Name
Last Name
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2
Upload Form of Identification
Driver's License: A state-issued driver's license is a widely accepted form of identification. OR State Issued Identification Card: Similar to a driver's license but doesn't require a driving test. This is particularly useful for individuals who do not possess a driver's license. OR Passport: A US or foreign passport can also be used as a valid form of ID.
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: 10.6MB
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3
Upload Dependents Verification
Please upload a copy of the Birth Certificate and Social Security Number (SSN) Card for each of your dependents. These documents are vital for verifying dependent information and securing eligible tax benefits.
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: 10.6MB
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4
Upload W-2
W-2 forms from all employers.
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: 10.6MB
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5
Upload 1099
1099 forms for independent contractors or freelance work.
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: 10.6MB
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6
Upload Credits
- Dependent care information (e.g., provider's name, address, tax ID, and amount paid). - Education credit information (tuition paid, student loan interest paid).
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: 10.6MB
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7
Upload 1099-G
1099-G form for unemployment income, or state and local tax refunds.
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: 10.6MB
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8
Upload SSA-1099
SSA-1099 for Social Security benefits.
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: 10.6MB
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9
Upload 1099-INT, 1099-DIV, 1099-B
1099-INT, 1099-DIV, 1099-B for interest and dividends, and documentation for stocks or other sales.
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: 10.6MB
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10
Upload 1099-R, 8606
1099-R, 8606 for pensions, annuities, retirement or profit-sharing plans, IRAs, and insurance contracts.
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: 10.6MB
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11
Upload any other earnings
Income records to document any other earnings (rental income, alimony, etc.).
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: 10.6MB
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12
Upload Tax Deduction Documents
- 1098 form for mortgage interest, student loan interest, or tuition payments. -Receipts for charitable donations. -Medical and healthcare expenses. -Property tax statements. -Records of educational expenses.
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: 10.6MB
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13
Terms and Conditions: Declaration of Truthfulness and Accuracy
By proceeding with the submission of the documents and forms herein, I, [Your Name], hereby acknowledge and agree to the following terms and conditions: Accuracy of Information: I affirm that all information provided in these documents, including but not limited to personal details, income statements, tax deduction documents, and any other related information, is complete, true, and accurate to the best of my knowledge and belief. Personal Responsibility: I understand that I am personally responsible for the accuracy and completeness of the information provided. I acknowledge that any errors or omissions may result in legal consequences, including but not limited to penalties, fines, or additional taxes owed. Compliance with Tax Laws: I confirm that the documents and information submitted comply with the applicable tax laws and regulations. I recognize my obligation to adhere to these laws and understand that failure to comply may lead to legal repercussions. Updating Information: If I become aware of any inaccuracies, misstatements, or changes in the information provided, I commit to promptly updating the relevant details and informing the necessary authorities or parties. Use of Information: I consent to the use of this information for the purpose of tax preparation, filing, and any other lawful purpose as required by the tax authorities or as stipulated by law. Indemnification: I agree to indemnify and hold harmless the tax preparation service, its agents, employees, and affiliates from any claim, liability, loss, damage, or expense arising from any inaccuracies or omissions in the information provided by me. By submitting these documents, I affirm that I have read, understood, and agree to the terms and conditions stated above. I am aware that submitting false or misleading information can result in severe legal consequences and affirm my commitment to providing truthful and accurate information.
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