Taxfyle supports various common tax forms, including 1099s, W-2s, 1098s, and any other income tax form you may have received during the year. These forms are essential to provide to your Tax Pro in order for them to accurately complete your tax return.
Pro Tip: If you're unsure what documents you need to upload, you can confirm this with your Tax Pro once paired with one.
To ensure a smooth filing process, Taxfyle encourages you to upload these documents where applicable. Uploading the necessary documents gives your Pro the information they need to prepare your tax return accurately and efficiently. This means the earlier you can provide them, the better!
Taxfyle offers convenient methods for document uploading. You can use your mobile device to snap photos of the documents and securely upload them to your job. Additionally, you have the option to upload PDFs, Excel, or zip files through the desktop web app. If you prefer using cloud storage services, Taxfyle supports uploading documents from Google Drive, iCloud, Dropbox, and similar platforms on your mobile device.
Please see here for additional instructions when working with your Pro.