Documents to upload in TaxPortal for providing Tax refund estimates

Individuals

• W-2, 1099 forms
• Interest and dividend statements
• Sale of Stocks documents
• Mortgage interest & property tax statements
• Charitable contributions and other deductions
• Schedule K-1 partnership documents
• Rental Property income and expense summaries

Businesses / Self-Employed

• Income & expense summaries
• Bank statements and accounting reports
• Payroll reports and contractor payments
• If business owns Properties, Properties income & Expense summeries