File Pro Intake TTAS

1

Do you have Rental income to report?

YESNO

2

Do you have Business income to report?

YESNO

3

Property Tax AmountAdd your preferred currency and your preferred amount (Ex. $100)

4

Rental Expenses* This field is required.Enter All Expenses

5

Business Expenses* This field is required.

6

Name* This field is required.

First Name

Middle Name

Last Name

7

Phone Number (WE MUST BE ABLE TO CONTACT YOU)* This field is required.

8

Email* This field is required.

example@example.com

Confirm Email

9

Address* This field is required.

Street Address

Apartment

City

Province

Postal Code

Country

10

Please Select Year(s) on the next screen

The default filing year is selected but you can file or adjust or in some cases refile prior years. Select all that are required.

12

Add all documents. You can take photos of slips and receipts. Then add as files.

Drag and drop files here

Select files to upload

Max. file size: 15.0MB

Attached Files

13

Please add any specific information here

14

Please Provide A Copy Of Valid Photo Identification* This field is required.Valid Government Issued Photo ID With Address Is Required

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

15

Terms and Conditions* This field is required.

16

Consent* This field is required.

17

Additional Information

If you are signing for someone other than yourself you must have power of attorney for that person and affirm that you do by signing. A copy of the POA will be required.

Direct Deposit information cannot be changed.

18

Authorizing Signature* This field is required.

19

Unique ID

20

Geo Stamp

21

File Pro Order

My Bag

1

Tax Preparation RetainerTax Preparation Retainer
$148.00CADEdit
Back
Quantity

Credit Card

First Name

Last Name

22

Math Challenge* This field is required.