Tax Filing
A guided filing workflow for collecting documents and preparing review.
The product currently supports profile intake, document collection, residency details, deductions, and a manual review handoff for the current filing.
What This Service Covers
- Create or continue a filing from the dashboard and move through each workflow section.
- Upload supporting documents and enter 1042-S income details directly in the filing flow.
- Mark the filing ready for review once your documents and answers are complete.
Next Steps
Start your filing in the dashboard if you are ready to upload documents, or review the help center if you need to confirm what the product supports today.