Upload All Documents Together: Whenever possible, upload all your tax documents at the same time. This ensures nothing is overlooked and provides us with a complete picture of your tax situation.
Save Files Separately: Save each tax document as a separate file before uploading, even if you upload them in one batch. This helps prevent anything from being missed during our review.
Include All Pages: Upload the entire document, even if some pages appear blank.
Check Legibility: Ensure your documents are clear and legible before uploading. Scanned PDFs are preferred. If using a mobile device to scan, free apps like Adobe Scan: PDF & OCR Scanner (available on the App Store) can convert photos into PDFs.
Charitable Donations Over $500: If applicable, include detailed receipts with the value and description of donated items for each contribution over $500.
