Contact your Financial Advisor or Tax Specialist. You can also read through the Frequently Asked Questions listed below.
Your personal information is safe and secure whether you upload documents on a computer or via the mobile app. Here is a short video if you would like to learn more about the website security: https://vimeo.com/786784057
This is client and tax specialist specific. However, as a general rule, tax returns are processed in the order in which the tax documents are received. If expectations have not already been set between you and the tax specialist, please reach out to your specific tax specialist to discuss those expectations.
Once you’ve selected the tax document type you would like to upload, the top of your screen will say the tax document type and the year.
Additionally, you can click on the drop-down arrow next to the tax document type at the top of the screen. This will show you the year options.
Follow the steps below: