Taxfyle asks for documents twice. The first pass comes before a Tax Pro sees your request: a short list of standard items, plus whatever else your answers to the intake questionnaire calls for. The second pass only happens if your Tax Pro finds something missing once they have started work, and they will request exactly what they still need to complete your return.
Uploading is not something you wait on a Tax Pro to start. Completing your checklist is what lets your job get accepted by a Tax Pro, and you can upload at any time from the Documents tab.
Start with these
- A government-issued photo ID, such as a driver's license or passport
- Your most recent tax return
What we ask for after that depends on the income you earned and the credits and deductions you want to claim. Use the lists below to gather documents ahead of time. You will not need everything listed: only the lines that describe your year.
Documents for income you earned
| If you had this income | Upload |
|---|---|
| Wages from a job | W-2 |
| Freelance, contract, or self-employed work | 1099-NEC, 1099-K, 1099-MISC, or a profit and loss statement (P&L) for the business |
| Farming or ranching | 1099-NEC or a profit and loss statement (P&L) for the farm |
| Rental property | A summary of rental income and expenses, Form 1098 for mortgage interest, 1099-K, and 1099-MISC |
| A rental property you sold or converted this year | Your settlement statement, closing disclosure, or HUD-1 |
| Stock sales | 1099-B from your brokerage statements |
| Digital asset or crypto sales | 1099-DA, or 1099-B if your exchange does not issue one |
| Interest and dividends | 1099-INT and 1099-DIV |
| Partnership, S corporation, or trust income | Schedule K-1 |
| Retirement distributions | 1099-R |
| Social Security benefits | SSA-1099 |
| Unemployment benefits | 1099-G |
| Gambling winnings | W-2G |
| Equity compensation | Form 3921, Form 3922, or your W-2 |
| Canceled or forgiven debt | 1099-C |
| Royalties and other income | 1099-MISC |
| A financial account held outside the United States | Statements showing the account's highest balance during the year |
| Income taxed by a foreign government | Proof of the foreign tax you paid |
Documents for credits and deductions
| If this applies to you | Upload |
|---|---|
| Mortgage interest on a home you own | Form 1098 |
| State and property taxes | Your property tax statement |
| Charitable donations | Your donation receipts, plus Form 8283 for larger non-cash gifts |
| Medical and dental costs you paid out of pocket | Your receipts |
| Childcare, after-school care, or summer camp | Receipts from your provider |
| Tuition for you or a dependent | 1098-T |
| Student loan interest | 1098-E |
| IRA contributions | Form 5498, plus 1099-R if you received one |
| Health savings account contributions you made on your own | Form 5498-SA |
| Health savings account withdrawals | 1099-SA |
| A 529 withdrawal | 1099-Q |
| Energy-efficient home improvements | Your receipts or invoices |
| Estimated tax payments you made during the year | Nothing to upload. Your Tax Pro will confirm the amounts with you. |
Documents for business returns
Business returns follow a checklist based on your entity type rather than the tables above.
| Upload | Who needs it |
|---|---|
| Balance sheet | Every business entity |
| Profit and loss statement | Every business entity |
| General ledger | Every business entity |
| EIN letter | Every business entity |
| Partner or shareholder information, including profit and loss ownership percentages | Partnerships, S corporations, and C corporations |
| Schedule K-1s | Partnerships, S corporations, and C corporations |
| Articles of incorporation | C corporations |
| IRS acceptance letter for the S election | S corporations |
| Partnership agreement | Partnerships |
Uploading your documents
Open your request and select Documents to upload. This is a shared space, so anything you upload is available for your Tax Pro to review.
Tip: If you are not sure which documents your situation calls for, ask your Tax Pro in the chat. They can confirm exactly what they need to file an accurate return.
Once your Tax Pro has prepared a draft return, they upload it to this section so you can download and review it before it is filed. You keep access to everything you upload, both inside the request and in Docs section on your dashboard.
Linking a document to a new request
A document you upload to a request is saved in two places: the request itself, and Docs, the general library on your account.
When you submit your next request, select Link Existing Documents to pull up the list from your earlier requests and share the ones that still apply. Linking saves you from uploading the same document twice.
Edit a document name
Select the three dots next to the uploaded file in the Documents section, then select Rename to update the file name.
Removing a document
Select the three dots next to the uploaded file in the Documents section, then select Remove to delete it from the job.