Personal information and filing status

Dependents

Enter information for each dependent. Additional dependents can be added.

Income sources — select all that apply

Select all that apply. Each selection automatically reveals its own upload field; add multiple W-2s or 1099s in that field.

Self-employment and additional questions

Credits and deductions — select all that apply

Tax history, notices and refund details

Bank account and Social Security numbers will only be collected through a verified secure production system.

Identity and other supporting documents

Business information

The questionnaire adapts to C corporation (1120), S corporation (1120-S), partnership (1065), or sole proprietorship (Schedule C).

Income and receipts — select all that apply

Deductions and expenses — select all that apply

Corporate tax and accounting questions

Business records and other supporting documents