UPLOAD
Documents
Upload clear photos or files of photo ID, Social Security or ITIN records, W-2s, 1099s, prior returns, and supporting records only inside MyTAXPortal.
SECURE MYTAXPORTAL ACCESS
Create your account, complete your organizer, upload requested tax documents, answer follow-up questions, review your return, and e-sign through MyTAXPortal.
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UPLOAD
Upload clear photos or files of photo ID, Social Security or ITIN records, W-2s, 1099s, prior returns, and supporting records only inside MyTAXPortal.
COMPLETE
Answer guided questions about filing status, dependents, income, deductions, credits, health coverage, and refund preferences.
COMMUNICATE
Receive requests and answer follow-up questions inside the portal instead of sending sensitive tax information through regular email.
FINISH
Review the completed return, approve the figures, and sign electronically before filing.