Terms for the current release

Use of the service

You may use this application to create an account, provide tax-related information, upload documents, and generate the estimate and review views available in this release.

Estimates, not agency submission

The current product experience generates estimates from the information you enter. Sending a filing for review inside the application does not itself submit a return to the IRS or a state agency.

Accuracy of information

You are responsible for ensuring that the personal, residency, income, expense, and document information you provide is complete and accurate.

Account security

Keep your login credentials secure and use the password reset flow if you believe your account has been compromised.

Changes to the product

Product features may change over time as the filing workflow, storage configuration, and review operations evolve.