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Follow the instructions below to avoid delays.

📌 Step 1: Upload Your Personal Tax Returns

🔹 Who needs to upload? → Everyone
🔹 What to upload? → Your most recent and prior year Form 1040 (with all relevant schedules if applicable).
🔹 Why? → This shows your personal income, deductions, and business income (if you are a sole proprietor or single-member LLC).

📤 Most Recent Personal Tax Return – Form 1040 (.pdf only) *

📤 2nd Most Recent Personal Tax Return – Form 1040 (.pdf only) *

📌 Step 2: Upload Your Business Tax Returns

(Only If Your Business Files Separately)

🔹 Who needs to upload? → ONLY businesses that file a separate tax return (not sole proprietors or single-member LLCs).
🔹 What to upload? → Your most recent and prior year business tax return.
🔹 Why? → If your business files separately from your personal return, we need these documents for a full financial picture.

🚨 DO NOT upload a business return if you are a:
❌ Sole Proprietor – Your business income is included in Schedule C of your 1040.
❌ Single-Member LLC – Unless you elected S-Corp taxation, your income is already in 1040 Schedule C.

✅ ONLY upload a business tax return if your business is:
✔️ A Partnership (Form 1065) – If your business has multiple owners.
✔️ An S-Corporation (Form 1120-S) – If you have elected S-Corp taxation.
✔️ A C-Corporation (Form 1120) – If your business is taxed as a corporation.

📤 Most Recent Business Tax Return (.pdf only)

📤 2nd Most Recent Business Tax Return (.pdf only)

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