PDF Organizer & Docs Upload
Updated for 2023 Tax Season
Start by filling out the necessary PDF organizer(s) here. After you finish filling out the PDF organizers, you will continue answering the questions on this page.
Do not close your browser without processing the “Save & Continue Later” feature. The save and continue link is valid for 30 days from when you start.
Scan documents, take pictures, attach screenshots, etc. Whatever it takes to get us the documents in a manner that we can easily read them.