Next, determine which items on the list apply to you.
Once you collect all necessary documents and information, upload it to us using Suralink. For more information about Suralink, read our Guide to Tax Season.
Once we've received everything, our tax team can begin to work their magic.
Please upload the following in Excel format:
You don't have to upload these documents if:
Please upload the following information for all owners, shareholders, partners, or members of the LLC:
The above information must be submitted for each shareholder, partner, or LLC member.
If any of the following occurred during the relevant tax year(s), please provide information and documentation where possible:
Please upload the following documents only if this is the first time we have prepared your taxes:
For S-Corporations, please include the following: