Returning Clients Document Upload
Please upload any documents that are new for the season.
Name
*
First Name
Last Name
Last 4 of Your SSN
*
What type of file are you uploading?
ID/Driver's License*
Income Document (W2/1099)
Dependent's Information
Health Insurance Information
Deductions/Credits Supporting Documentation
Other
Email (for communication purposes)
*
example@example.com
CURRENT ADDRESS
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Enter ANY NEW Dependent's Name, DOB & Relationship to you. Please note any dependent who may be disabled.
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
DIRECT DEPOSIT INFORMATION
BANK NAME
ROUTING NUMBER
ACCOUNT NUMBER
Submit
Should be Empty: