What Documents Can I Upload to My Tax Pro for Tax Pro Review?

One of the best features of using Tax Pro Review to file your taxes online is that you’ve got a knowledgeable Tax Pro by your side. Your Tax Pro is able to see the information you’ve entered, and you can share your tax documents with them.

What documents should you send your Tax Pro? Any tax documents that show federal withholding (Ex: your W-2 or Form 1099) and any other relevant tax documents. While the IRS requires some of these documents to be e-filed with your return, uploading helps to ensure accuracy.

What File Types Can I Upload to My Tax Pro?

You can upload your tax documents as any of these file types:

  • .doc
  • .docx
  • .xls
  • .xlsx
  • .rtf
  • .csv
  • .txt
  • .pdf
  • .gif
  • .bmp
  • .jpg
  • .jpeg
  • .tiff
  • .png

Each file you upload must be less than 5 MB. We automatically scan attachments for viruses.

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