Tax Compliance
Tessa Tax
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Guides

Practical filing guidance for this release

These notes explain how to prepare for the current Tessa Tax workflow and what the estimate and review steps actually mean.

Student tax checklist before you start

Use this checklist to gather identity details, income records, and filing-year context before starting the workflow.

  • Confirm your filing year and residency status
  • Collect W-2, 1042-S, 1098-T, and related records
  • Gather passport and visa details if you are not a US citizen

How to prepare nonresident student information

Nonresident and dual-status preparation usually depends on accurate stay dates, visa history, and tax treaty support.

  • Record your stay periods clearly by tax year
  • Keep your I-94 and passport details available
  • Upload any treaty document you want reviewed with the filing

What the review summary means

The current release generates an estimate based on the information you enter. It is intended for review, not direct filing.

  • Gross income and deductions come from the forms and expenses you enter
  • Refund amounts are estimates, not final agency results
  • The final action sends the filing to an internal review state

Continue in the product

Use the filing flow to add your information, then review the estimate before sending it for review.

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