Secure Additional Document Upload

1

What are you submitting documents for?* This field is required.

Personal Tax Return

Self-Employed / Schedule C

Business Tax Return

Prior-Year Tax Return

Other

2

Taxpayer / Client Full Legal Name* This field is required.

First Name

Last Name

3

Business NameComplete this only if the documents are for a business tax return.

4

Email Address* This field is required.

example@example.com

5

Phone Number* This field is required.

Please enter a valid phone number.

6

Tax Year the Documents Apply To* This field is required.

7

Have you already submitted your tax intake to The Filing Factory?* This field is required.

Yes

No

I'm not sure

8

Has The Filing Factory specifically requested these documents?* This field is required.

YESNO

10

Upload Your Documents* This field is required.Accept: PDF, JPG, JPEG, PNG

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

11

Tell Us What You're Sending* This field is required.Example: "Uploading the second W-2 I received after submitting my intake." we should know about them.

12

Type a question

I certify that the documents and information I am submitting are accurate and belong to me, my spouse, dependent, or business as applicable. I understand that The Filing Factory may contact me if additional information or clarification is needed.

13

Filing Acknowledgment* This field is required.

I understand that uploading additional documents does not mean my tax return has been completed, electronically filed, or accepted by the IRS or any state taxing authority.

14

Electronic Signature* This field is required.

15

Date Signed* This field is required.

Date