CLIENT PORTAL

Scan Your Documents Using Android OS

To scan your documents using Android OS: Access "Camera" app Take a picture of your document. Click the upper right button to access additional options. Click "Print" then click yellow button to save as PDF.

Required Documentation

Required Documentation for Tax Year 2021 ALL Taxpayers To help protect your identity and fight tax fraud, please bring a valid government-issued ID (e.g., driver's license, passport). Third Economic Stimulus Payments ($ amounts received) Form 1095 A, B or C Medical & CA 3895 Health Coverage Letter 6475 and Letter 6419 (if applicable) Taxpayers with dependents below 18 years old The Due Diligence Law (IRC §6695) requires documentation as proof of your child's residency to qualify for Child Tax Credit and other refundable credits. Please provide any of the following: School records or letter of statement Healthcare provider statement Medical records Childcare provider records (12 yrs old & under)

Scan Your Documents Using Your iPhone/iPad (iOS 11)

To scan your documents using your iPhone/iPad (iOS 11): Access your "Notes" app. Click the "Create New Note" icon. Click the "Camera Icon" button. Click "Scan documents" Start scanning. If scanning multiple documents, keep scanning until done and save documents.