Supported Forms
Currently, advisors can only upload 1040s and/or state returns and associated schedules (e.g., Schedule A, Schedule C, Schedule F, etc.), merged into a single PDF.
PDF only, one combined package, tax year 2024 or 2025, 1040-SR only. If a client has separated a federal return from the resident state return, combine them into one PDF before uploading — this prevents the most common upload error.
Can I upload a W-2 instead of a 1040?
No. At this time, our platform only supports 1040s, however, we are planning to introduce W-2s and other document types in the future.
How many documents can I upload at a time in tax planning?
Please upload one PDF at a time.