Tax Return Analysis Document Upload Requirements
The following requirements must be met in order to generate a Tax Return Analysis.
- – Document file must be in PDF format
- – Tax return must include only official forms and no calculation worksheets
- – Personal tax return has a maximum page limit of 75 pages
- – Business tax return has a maximum page limit of 150 pages
How to Upload a Tax Return and Generate an Analysis
- Select Tax Return Analysis in the sidebar of the dashboard.
- Select Upload a New Tax Return at the top right and select your tax return that meets the requirements stated above.
- After your Tax Return is uploaded select Generate Analysis for the required tax return.
- You can navigate away from this page after starting the tax analysis generation as it can take 10 to 30 minutes to complete the process.
- You will receive an email from us when your Tax Return Analysis has been completed.
How to View your Tax Return Analysis
- After your tax return analysis has been generated, you can select the View Analysis button
- The Tax Return Analysis is separated into three sections.
- – Tax Summary
- – Review Checklist
- – Tax Strategies
- You can click on any of these titles to expand that section and view the generated analysis.
How to Export your Tax Return Analysis
- You can export your tax return analysis by selection the Export button at the top right of the page.
- This will convert the analysis into a PDF and either download, or open it inside your web browser where you can then review and download the document.
