Tools
·
Advisory
Client Intake → Return
Intake automation
Refund estimate
★ PRO
1 · Client
Active client
Client / taxpayer
+ Save client
Filing status
Single
Married filing jointly
Head of household
Married filing separately
Tax year
Qualifying children (under 17)
2 · Income documents
📄
Drop W-2s, 1099s & the IRS transcript (PDF) — or click
⬆ Import client intake
Reading documents…
3 · Self-employment (optional)
⬇ Pull Schedule C from saved books
Schedule C net profit
Estimated payments made
✨ Assemble the return
Assembled return
Assembled return
Refund Advance
Filing readiness
Sign Form 8879 (e-file authorization)
Taxpayer — type full name to sign
I reviewed my return; it’s true, correct and complete, and I authorize e-filing (Form 8879).
✍ Sign 8879
📄 Print signed 8879
💾 Save to client
Print / PDF
Review the forms
Why intake automation is the whole game