What to Upload for Your Tax Return Submission
Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.
If it’s just after tax season, this “what to upload” list will help you know… what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.
With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking software on the market which purport to make it easy for you.
But that’s what we’re here for.
Let us be your easy button in Roseville.
How our digital tax process works
- We send your organizers and checklist via TaxDome.
- You complete the forms and upload your documents online.
- We review everything securely and begin preparing your tax return.
Questions? We communicate through TaxDome messages or scheduled calls as needed.
If you’re new to TaxDome, don’t worry — we’ll send a step-by-step guide to help you get started.