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Prior year tax return
Front and Back of your drivers license
Social Security Card
Please upload the brokerage statement. If there is not a brokerage statement, the taxpayer must have ledger reconciled. We suggest using Token Tax at the following link: https://tokentax.co?via=elite8
Upload the 1095-A to Verifyle.
Employment
Upload all W2's
Investments Miscellaneous
If you had income from any of the following, upload the reported statements to Verifyle using the hyperlink.
Upload the mortgage interest statement and property tax if not included on the mortgage statement using the link below.