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Need the basic Information that will be entered on your behalf of filing your Taxes
First Name
Last Name
Phone
*
Date of birth
SS Number
Driver's License Number
Email
*
Address
City
State
Postal code
Filing Status
Head of Household
Single
Married (file jointly)
Married (File Separately)
qualifying widow(er) with dependent child
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Upload Drivers License
Upload SS Card
W-2 or 1099 (s) - You can upload multiple forms
Bank Name
Account Type
Choose account type
Checking
Savings
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Account Number
Routing Number
Form 1095-A Health Insurance Marketplace Statement
Miscellaneous Documents not mentioned on form you think is important to file with your Taxes
Dependent Full Name #1
Dependent Full Name #2
Dependent Date of Birth #1
Dependent Date of Birth #2
Dependent Social Security Number #1
Dependent Social Security Number #2
Dependent Full Name #3
Dependent Social Security Number #3
Dependent Date of Birth #3
Name of your Company
Your Title
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