Tax Planning
Prepare earlier so the filing workflow is cleaner at submission time.
Planning support helps you gather the right records, understand your expected filing path, and reduce rework when the filing reaches review.
What This Service Covers
- Build a checklist of tax documents and identity records before you begin the workflow.
- Review potential deduction categories and supporting documentation requirements ahead of time.
- Understand which items can be entered directly in the app today and which will be handled during review.
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.