To upload a tax return, go to the Data Sources area of your dashboard. Find the Tax Return card and click on "Add".
Next, click on the "Upload tax return" link and attach the relevant file. If the document is password protected, you will see a prompt to enter the password.
To upload an additional tax return, just click "Upload another tax return" and select an additional file.
When you're finished uploading tax returns, click "Add Now". We'll get back to you with an update within 1 business day.
For best results, upload your most recent corporate tax returns and make sure the document is clear and readable.
Common Errors
The tax return is outdated or missing information
Document is cut off, blurry or damaged
Image is too bright or too dark
