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Onboarding
Tax Return (2021)
1
2
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4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
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2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
Onboarding
Tax Return (2022)
1
2
3
4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
Onboarding
Tax Return (2023)
1
2
3
4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
Onboarding
Tax Return (2024)
1
2
3
4
Last Page
W2'S
- Document Upload
1. W2's
Maximum file size: 256 MB
3. W2's
Maximum file size: 256 MB
5. W2's
Maximum file size: 256 MB
2. W2's
Maximum file size: 256 MB
4. W2's
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
1099’s
- Document Upload
1. 1099’s
Maximum file size: 256 MB
2. 1099’s
Maximum file size: 256 MB
3. 1099’s
Maximum file size: 256 MB
4. 1099’s's
Maximum file size: 256 MB
5. 1099’s
Maximum file size: 256 MB
K1’s
- Document Upload
1. K1’s
Maximum file size: 256 MB
3. K1’s
Maximum file size: 256 MB
5. K1's
Maximum file size: 256 MB
2. K1’s
Maximum file size: 256 MB
4. K1’s
Maximum file size: 256 MB
Next
1
2
3
4
Last Page
Complete the info
PERSON 1
*
Select one
Self
Spouse
Child
Dependent
Birthdate 1
*
SSN 1
*
PERSON 3
Select one
Self
Spouse
Child
Dependent
Birthdate 3
SSN 3
PERSON 5
Select one
Self
Spouse
Child
Dependent
Birthdate 5
SSN 5
PERSON 2
Select one
Self
Spouse
Child
Dependent
Birthdate 2
SSN 2
PERSON 4
Select one
Self
Spouse
Child
Dependent
Birthdate 4
SSN 4
Next
1
2
3
4
Last Page
NOTE: Do you have additional info (ex: W2’s, SSN, Dependents, etc) to add? We will contact you to add them manually.
*
Select One
Yes
No
Self - occupation
*
Spouse - occupation
Refund Deposit Account Info
Trust Account Routing Number
*
Trust Account Number
*
PLEASE VERIFY ACCURACY OF THE ABOVE INFORMATION. ANY EDITS OR CORRECTIONS NEEDED ONCE THE AMENDMENTS WRITERS HAVE BEGUN TO WRITE, THEY WILL BE CHARGED.
*
* I acknowledge the editing fee and the information I am submitting is complete and accurate to the best of my knowledge.
*
* I acknowledge and agree to the donation of 20% of my total refund to TAT and further acknowledge and agree to the automatic deduction from the refund.
Submit
