Get your tax documents together.
Once we've agreed to work together, follow the organizer and portal instructions supplied for your return.
Fill in your organizer
Follow the instructions supplied with your organizer. Complete the sections that apply to you and note any questions for us.
Gather the requested records
Use the organizer and our requests to gather:
- Your completed organizer
- The tax documents requested for your return
- Any additional records we've requested
Upload through your portal
Use the portal link supplied for your return and follow the upload instructions there.
Send us your questions
Identify the document or organizer question you need help with. Use the contact details supplied during onboarding.
Still waiting on a document?
Tell us which requested record is missing and ask how to proceed.