After you submit your job, you'll be asked to complete a checklist of documents and details. Finishing it is what sends your job to a Tax Pro, so the sooner you complete it, the sooner work starts on your return.
What you'll be asked for
Your checklist is built from your questionnaire answers, so it's specific to your return. For example, if you marked that you made retirement distributions, you’ll be asked for your 1099-R. Along with documents, it may ask you to confirm:
- Your personal information: your details, your spouse's and your dependents', plus how you'd like to receive a refund or pay a balance (direct deposit or check)
- Your business information: business details and refund or payment method, if you're filing for a business
- Pending documents: the forms and records your Tax Pro needs
- Additional information: anything else you'd like your Tax Pro to know
Working through the checklist
Items are presented one at a time. For each one:
- Fill it in and select Save & continue to move to the next item.
- If you aren't ready, select Skip for now and come back to it later. Required items are the exception: you'll need to complete those before you can connect with a Tax Pro. Required items are shown with an asterisk in the sidebar.
To see everything at once, open your checklist from the navigation. It shows how far along you are, marks finished items Done, and marks outstanding ones Missing.
Uploading documents
A requested document gives you two ways to provide a file:
- Upload: browse for a file on your device.
- Link existing: reuse a file already on your account, so you don't have to upload it twice (like IDs for example).
On a smaller screen, both sit behind the upload icon on the document.
Files must be smaller than 100MB. For best results use CSV, DOC, DOCX, JPEG, PDF, PNG, or XLSX.
To take a file off a request, select Remove next to its name.
If you aren't sure what a document is, select it on your checklist to open it. You'll see a sample of the document, an explanation of why it's being requested, and the upload options.
If your account supports it, you may also see Auto-import documents, which pulls documents in from a connected provider instead of you uploading them by hand.
Connecting with a Tax Pro
When you're ready, select Connect with a Pro.
- If any required items are still outstanding, we'll show you which ones and take you back to them. Required items are essential to your return, so we can't route your job to a Pro without them.
- If only optional items are left, you can check that you'd like to go ahead. You can, but your Tax Pro will ask you for anything you skip, so it's usually faster to finish during this step for a quicker turnaround.
After you're connected
Your checklist stays available on the Docs tab of your job, under Your checklist.
- If anything is still outstanding, you'll see There are missing items and a Complete your checklist list. Select any document there to add files.
- Once everything is in, you'll see All items have been provided. Your Tax Pro will let you know if they need anything more."