Additional Tax Information Submission

Additional Tax Information Submission
Thank you for submitting your initial tax information.
This form is used to collect any missing information or documents discussed during your intake interview. Please complete all applicable sections accurately to avoid delays.

⚠️ Important Processing Notice:
Failure to provide complete and accurate information may result in delays in preparation, filing, or the release of your refund (if applicable). Processing cannot continue until all required information is received and verified.

What type of tax return are you submitting information for?*

Individual / Personal Tax ReturnBusiness Tax ReturnBoth

What information are you submitting?

Additional income documents (W-2, 1099, etc.)Dependent informationChildcare or education expensesHealth insurance information (1095 forms)Credits or deductions discussed during intakeIdentity verification documentsOther (explain below)
Brief explanation of the missing information
Upload documents (if applicable)

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⚠️ Refund Delay Disclaimer
Incomplete or missing individual tax information may delay the preparation, filing, or release of your refund. No refund estimates or advances can be issued until all required information is received and verified.

Business Name
Type of business entity
Explanation of missing or updated information
What business information are you submitting?

Additional income detailsExpense documentationBank statementsMileage logsAsset or equipment purchasesPayroll or 1099 informationOwnership or compliance detailsOther (explain below)
Upload business documents

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Enter Annual Business Income:

Expense (*Just one required to fill out: Monthly OR Yearly)

⚠️ Processing Disclaimer
Incomplete or delayed business information may result in delays in preparation, filing, refunds (if applicable), or extension requirements. Returns cannot be finalized until all required information is received and reviewed.

Client Acknowledgment (Required)*

I certify that the information provided is accurate and complete to the best of my knowledge.
Signature*
Date*

MonthDayYear
Date