IDENTITY & CONTACT

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Legal First Name

Legal Last Name

Date Of Birth

Country Of Citizenship

Government ID Type

Government ID Number

Issuing Authority

Expiration Date

Email

Phone Number

Length Of Time At Current Address

RESIDENCY & ADDRESS

Country Of Residence

Country Of Tax Residency

State Or Province

City

Postal Code

Id Verification

Live Selfie Capture

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Size limit: 10MB per file

Government ID Front Upload

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Size limit: 10MB per file

Government ID Back Upload

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Size limit: 10MB per file

Individual Or Entity

Filing As

Individual

Business

Business Name

Entity Type

EIN

State Of Formation

Year Business Started

TAX YEAR & FILING DETAILS

Tax Year Being Filed

Filing Status

INCOME TYPES

W-2 income

Unemployment income (1099-G)

Self-employment income

Other income

DEDUCTION INTENT

Planning to itemize deductions

Yes

No

DOCUMENT UPLOADS

Upload prior-year tax return

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Size limit: 10MB per file

ATTESTATION

Signature

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Date