Upload Your Tax Documents - ATC Income Tax

Follow the easy steps below:

Filing Status

Taxpayer Information

Dependent Information

Upload Tax Documents

State:

City:

Office:

What is your Filing Status?

Have you Filed your Tax Return?

Sec Social#:* (Note:SSN length must be exactly 9 digit.)

Confirm Sec Social#:* (Note:SSN length must be exactly 9 digit.)

First Name:*

Middle Initial:

Last Name:*

DOB (MM/DD/YYYY):*

Email Address:*

Occupation:*

Home Phone: *

Cell Phone:*

Street Address:*

City:*

State:*

Zip Code:*

Promo Code (Not Required):

Do you have any dependent(s)?

Yes No

Please provide information for dependent.

Note: Only PDF, JPG and PNG file type is allowed to upload. Maximum file size is 5 MB

Identification (ID): *

Social Security Card(s):

Wages - W2(s):

Wages - 1099-Misc:

Unemployment - 1099-G:

Mortgage Interest:

Other Tax Docs:

Self Employment Income?

Click on "Other Tax Docs" & Upload any of the following:

proof of income and/or expenses
1 or 2 invoices or receipts
business permit or license
business cards, flyers or client list
any other supportive documents

Don't have all your paperwork in order? ATC Tax Pros can help you "Reconstruct" your self-employment income and expense per IRS guidelines.

Call to Connect with a Self-Employment Specialist 855-282-1050

Common Tax Docs to Upload
(upload only applicable items)

Your current W2(s), 1099(s), Sch-K1 and/or all other income statements

Social Security Card for you and any dependents (call us if lost or stolen)

A current & valid government issued ID (Driver License or State ID)

Home owners – your 1098 and Property Tax Bill (may have multiple)

If Self-Employed – proof of Income & Expenses (call for acceptable docs)

All other tax documents that you may have received (e.g. 1095-A, 1098)

If applicable – day care statement, out-of-pocket medical & dental expenses, receipts for charitable contributions | donations, IRA contributions and other deductions you might have (call for a list)

GET STARTED

Follow the easy steps below:

Spouse Taxpayer Information

Self Employment Income?

Click on "Other Tax Docs" & Upload any of the following:

Common Tax Docs to Upload
(upload only applicable items)

Products & Services

Tax Tools

Company

ATC Assurance

Get Connected

Hi There!

Welcome to ATC,

New Customer

Returning Customer

Find ATC Office

Follow the easy steps below:

Spouse Taxpayer Information

Self Employment Income?

Click on "Other Tax Docs" & Upload any of the following:

Common Tax Docs to Upload(upload only applicable items)

Products & Services

Tax Tools

Company

ATC Assurance

Get Connected

Hi There!

Welcome to ATC,

New Customer

Returning Customer

Common Tax Docs to Upload
(upload only applicable items)