At this time we are able to import returns from popular online tax preparation sites that are stored as PDF documents on your computer.
What information will be imported?
Through the import, we will pull in:
- Filing status
- Taxpayer (and Spouse, if applicable):
- Social security number
When can I import the file?
To import your PDF file, you must choose to import the PDF when you create and begin your return each year.
If you bypass this import feature, you are not able to return later to import the PDF.
After we import the information, you can choose to use all of it, none of it, or just certain items. If you do not import the return at this time, you will not be able to come back and import later.