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Required documents: Tax filing

What to prepare before you apply. Exact requirements depend on the applicant, the jurisdiction and, for banking, the provider. We confirm your list before anything is submitted.

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Documents generally required

  • Prior-year returns, if any
  • Income records: W-2s, 1099s, 1042-S or platform reports
  • Bank statements for the business
  • Expense receipts and records

Information you’ll provide

  • SSN, ITIN or EIN
  • Residency status and days in the US
  • Entity type and ownership
  • Owner contributions and withdrawals (for Form 5472)
The process

How it works

  1. Send records

  2. We review income

  3. We prepare the return

  4. You review and sign

  5. We file

Conditions to know

  • The return you need depends on your residency and entity type.
  • Some returns can’t be e-filed and are sent by mail or fax.
  • Upload documents securely in your client portal or send them to us on WhatsApp.

Ready with your documents?

Apply now, or contact us if you’re not sure what applies to you.

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