• Taxx Pros On Demand - Tax Preparation Intake

    Upload Portal

  • Section 1 - Client Information

  •  - -
  • Format: (000) 000-0000.

  • Section 2 - Filing Status & House hold Information

  • Field 2 -- Are You Claiming Dependents ?

  • Field 3 -- If Yes, List Dependents

  • Field 4 - Did You Live In More Than One State In 2024 ?

  • Section 3 - Income Documents & Employment Informaiton

  • Income Sources & Required Documents

  • Field 1 - Employment Income ( W -2 )

    Did you receive any W-2 forms for the tax year "

  • Field 2 - Number of W -2 Forms

  • Field 3 - Self - Employment Income

    including Gigs

  • Field 4 - Additional Income Types

    pensions, etc .

  • Field 5 - Other Income Descripton

    If you selected " Other "

  • Document Upload Portal

  • Section 4 - Upload Your Tax Documents

  • Field 1 - W- 2 Upload

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Field 2 - 1099 Forms Upload

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Field 3 - Self - Employment

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Field 4 - Identificaiton Upload

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Field 5 - Social Security Cards

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Field 6 - Additional Documents

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancelof

  • Section 5 - Service Authorization & Electronic Signature

  • Field 1 - Authorization Statement

  • By submitting this forrm, I also authorize Taxx Pros On Demand to prepare my federal and state tax returns based on the informaiton and documents I have provided. 

  • Field 2 - Client Aknowledgment

  • Field 3- Signature Field : Electronic Signature

    Requied

  • Section 6 - Review & Submit

  • Field 1 - Review Your Informaiton & Submit

  • Before submitting, please review all information and documents you have provided. Make sure your personal details , income  informaiton, and uploaded files are accurate and complete. Submitting incomplete or incorrect information may delay the processing of your tax return.  Once you are ready , click the submit button below. 

  • Field 2 - Final Confirmation Question

  • " Have You reviewed your information and documents ? " 

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  • Should be Empty: