TAX PROS SECURE UPLOAD

Upload Additional Tax Documents

Already completed your Tax Pros intake? Use this page to securely send us additional documents without completing the full intake again.

Already completed your intake? You're in the right place.

Upload additional W-2s, 1099s, IDs, tax notices, business documents, corrected documents, or anything else requested by our office.
Send Your Documents
Enter your information below so we can match your documents with your Tax Pros client file.
Enter the taxpayer name exactly as used on the Tax Pros intake.
Returning clients: enter the last 4 digits so we can match your client folder. New clients may leave this blank.
Drag & Drop Files, Choose Files to Upload You can upload up to 20 files.
Upload any additional tax documents Tax Pros requested or documents you need to add to your file.
Optional: briefly tell us what you are sending or anything the Tax Pros team should know.
Save and Resume Later
Your documents are securely submitted to Tax Pros. Please make sure your name and identifying information match the information used on your tax intake.
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