What If I Don’t Have Digital Copies of My Tax Documents for Tax Pro Review?
If you’re using Tax Pro Review to have one of our experts check and finalize your return, you’ll need to send documents to your assigned tax pro. Typically, this is done by uploading digital copies of your various forms and schedules, such as your W-2 or Form 1099.
If you don’t have digital copies of your tax documents, you can use your smartphone or tablet to take a photo of them. Just make sure you take a clear, readable photo, and it will work just as well as a PDF or other digital format.
If you don’t have a way to create a photo, you can fax or mail copies of your tax documents to your tax professional. You can find your tax pro’s contact information by going to Overview and finding their phone and fax number.