Secure Document Upload
📋 What Should You Upload?
Please complete the Client Organizer and the appropriate data sheet—either Individual or Business, depending on your situation. You can fill them out by hand or use a PDF editor, then upload them with your tax documents.
- W-2 Employee — Organizer + Individual Data Sheet
- Self-Employed with Dependents — Organizer + Individual and Business Data Sheets
- Corporation or LLC — Organizer + Business Data Sheet + Profit & Loss statement
| Client Organizer | Individual Data Sheet | Business Data Sheet |
Not sure what to include? Don’t worry—we’ve made it easy. Use the checklist below to gather your documents.
- 📄 Driver’s License or State ID
- 📄 Social Security card(s)
- 📄 Birth certificates for dependents
- 📄 W-2 / W-2G
- 📄 1099-NEC /1099-MISC /1099-R /1099-K
- 📄 1099-C / 1099-G
- 📄 1098 / 1098-E / 1098-T
- 📄 1095-A (Marketplace Health Insurance/ ACA)
- 📄 College tuition statements
- 📄 Insurance documents
- 📄 Childcare provider statements
- 📄 Adoption or custody paperwork
- 📄 IRS letters or prior-year returns
- 📄 Business income & expenses
- 📄 Profit & Loss statement
- 📄 EV & energy credit documents
Submit Your Documents
S&S Taxpro Service – For Official Use Only. Please submit your documents electronically.