To upload Source Documents select a client and begin a preparation. Once you reach the Upload Source Documents screen you can begin adding source documents.
Important Note: If your client's source documents are all in one PDF you can upload that PDF and TruePrep will extract data from each source document.
For more details on the source document upload process please see our step-by-step tax guide.
Supported Source Documents
1098
1098-E
1098-T
1099-B Brokerage (Transactions from any Broker)
1099-DIV: Dividend
1099-G: State/Local Income Tax Refund
1099-INT: Interest
1099-MISC: Miscellaneous Income
1099-NEC – Non-Employee Compensation
1099-R: Retirement Income
1099-SSA: Social Security Benefits
W-2: Wages
Schedules C, E, F (Can be uploaded as a CSV or PDF. For more details you can watch this video)
Partnership K-1 for Federal and States