Document Upload Form

Document Upload Form
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Last 4 Social*
Please enter last for social.Format: 0000.
This is required to verify your identity and ensure the security of your personal information. Please ensure the photo is well-lit and shows your face clearly.
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Identification: A valid photo ID (e.g., driver's license, passport).Social Security Numbers (SSNs): For yourself, spouse, and dependents.Bank Information: Routing and account numbers for direct deposit or payment.
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W-2s: Wage and salary income from employers.1099 Forms: Various types of income, such as:1099-NEC: Non-employee compensation (e.g., freelance work).1099-MISC: Miscellaneous income.1099-K: Payments from third-party platforms (e.g., PayPal, Venmo).1099-DIV: Dividends and distributions.1099-INT: Interest income.1099-R: Retirement distributions.1099-G: Government payments, such as unemployment compensation or state tax refunds.Schedule K-1: Income from partnerships, S corporations, estates, or trusts.1098-T: Tuition payments (for education tax credits).Alimony Received: If applicable for divorces finalized before 2019.
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Income Records: Bank statements, invoices, or income logs.Expense Receipts: Business expenses (e.g., supplies, travel, equipment).Mileage Log: For business use of a personal vehicle.Form 1099-NEC or 1099-K: Payments received.
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Childcare Costs: Records of payments and provider details (including their Tax ID or SSN).Educational Expenses: Form 1098-T and receipts for qualified expenses.Medical Expenses: Receipts and records (if itemizing deductions).Mortgage Interest Statement: Form 1098.Charitable Contributions: Receipts and acknowledgment letters.Retirement Contributions: Proof of contributions to IRAs, 401(k)s, etc.Property Tax Payments: Records for home and vehicles.State and Local Taxes Paid: Including estimated tax payments.
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Stock Sales: Form 1099-B.Rental Income and Expenses: Records for income and costs related to rental properties.Real Estate Transactions: Form 1099-S.Cryptocurrency Transactions: Records of trades, sales, or exchanges.
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Prior Year Tax Return: For reference or carryover items (e.g., losses or credits).Proof of Estimated Tax Payments: For self-employed individuals or those making quarterly payments.Health Insurance Coverage: Form 1095-A, 1095-B, or 1095-C (if applicable).Energy Credits: Receipts for energy-efficient home improvements (e.g., solar panels).
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Adoption Credit: Records of adoption expenses.Disaster Loss: Documentation for casualty or theft losses.Foreign Income and Assets: Foreign tax forms or account details (e.g., FBAR, FATCA).Student Loan Interest: Form 1098-E.
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TAX PREPARER / CODE
I, {name} CERTIFY ALL INFORMATION THAT I HAVE PROVIDED IS TRUE, CORRECT, AND COMPLETE TO MY KNOWLEDGE. BASED ON THE INFORMATION PROVIDED, I WOULD LIKE TO HAVE MY TAX RETURN PREPARED IN ACCORDANCE WITH THE INFORMATION I HAVE PROVIDED
Signature*
IF UNABLE TO UPLOAD ALL DOCUMENTS SEND VIA EMAIL TO DOC@MY365FINANCIAL.COM

PLEASE INCLUDE YOUR FIRST & LAST NAME AND LAST 4 OF SOCIAL IN THE SUBJECT LINE
Should be Empty: