First Name *

Last Name *

Email *

Phone *

Date of birth *

Address *

Street Address *

City

State *

Country *

Country

Postal Code *

SSN / ITIN *

Filing Status *

Do you have IP PIN?

Yes

No

Do you have Market Place Insurance

Yes

No

Marketplace insurance certificate

IP Pin Number

Marital Status *

Marital status change this year? *

Yes

No

Upload Taxpayer Photo ID *

Spouse Full Legal Name

Spouse SSN / ITIN

Spouse DOB

Do you and your spouse live together all year?

Yes

No

Spouse Occupation

Dependent 1

Dependent 1 Full Name

Dependents/Qualifying Children

Dependent 1 SSN / ITIN

Dependent 1 IP PIN

Does Dependent 1 have marketing insurance?

Dependent 1 market place insurance certificate

Relationship

Dependent 1 Date of Birth

How many months did the Dependent 1 stayed with you?

Did you provide over 50% support for dependent 1?

Is Dependent 1 claimed by anyone else?

Dependent 2

Dependent 2 Full Name

Dependent 2 SSN / ITIN

Dependent 2 IP PIN

Does Dependent 2 have marketing insurance?

Yes

No

Dependent 2 market place insurance certificate

Dependent 2 Date of Birth

How many months did the Dependent 2 stayed with you?

Did you provide over 50% support for dependent 2?

Is Dependent 2 claimed by anyone else?

Dependent 3

Dependent 3 Full Name

Dependent 3 SSN / ITIN

Dependent 3 IP PIN

Does Dependent 3 have marketing insurance?

Yes

No

Dependent 3 market place insurance certificate

Dependent 3 Date of Birth

Dependent 3 relationship

How many months did the Dependent 3 stayed with you?

Did you provide over 50% support for dependent 3?

Is Dependent 3 claimed by anyone else?

Dependent 4

Dependent 4 Full Name

Dependent 4 SSN / ITIN

Does Dependent 4 have marketing insurance?

Yes

No

Dependent 4 market place insurance certificate

Dependent 4 Date of Birth

Dependent 4 IP PIN

Dependent 4 Relationship

How many months did the Dependent 4 stayed with you?

Did you provide over 50% support for dependent 4?

Is Dependent 4 claimed by anyone else?

Select all income types received

Do you have income/expense records? *

Upload income documents *

Upload w2 Income

Upload w2 Income 2

Upload w2 Income 3

Are you a U.S. resident for the entire year? *

Yes

No

Have you provided all documents to support your EIC claim? *

Yes

No

If self-employed, do you have business income & expense records for EIC?

Yes

No

NA

Do you have qualifying children for the Child Tax Credit (CTC)? *

Yes

No

Did your child(ren) live with you for more than half the year?

Yes

No

Did you pay more than half the cost of maintaining your home this year? *

Yes

No

List all household members who lived with you

Did you receive a Form 1098-T (Tuition Statement)?

Yes

No

Upload your 1098-T or other education expense docs

Select all deductions you are claiming

Childcare

Retirement Contributions (IRA/401k)

Mortgage Interest (Form 1098)

Property Taxes

Medical Expenses

Charitable Donations

Student Loan Interest

Other (Specify Below)

Photo IDs (Taxpayer & Spouse)

SSN / ITIN Cards *

Proof of Residency (Dependents)

Income Documentation

Self-Employment Records

Education/Childcare Proof

Refund Delivery Method *

Bank Name

Routing Number *

Account Number

Account type

Apply for Bank Product / Refund Advance? *

Bank Product

Refund Advance

Who's your Tax Preparer *

Tax Payer Signature *

Clear

Date Signed *

Spouse Signature (if joint)

Clear

Spouse Date Signed

Verified ID

Yes

No

Verified dependent residency

Yes

No

Reviewed self-employment docs

Yes

No

Preparer notes

EIC/CTC/HOH documentation sufficient

Yes

No

I confirm that all information is true and accurate. *

I agree and confirm

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

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