Filing Tax Remotely 2023

BASIC PACKET NO DEPENDENTS WITH W2 WAGES ONLY

BASIC PACKET NO DEP/ WITH W2 WAGES AND/OR 1099 WAGES

Click on link:

CLICK HERE

It will open page below.

Step 1. Enter full name

Step 2. Enter valid email address

Step 3. Click “Get Started”

BASIC PACKET NO DEP/ WITH W2 WAGES AND/OR 1099 WAGES

Clink on link:

CLICK HERE

It will open page below.

Step 1. Enter full name

Step 2. Enter valid email address

Step 3. Click “Get Started”

PACKET WITH DEPENDENTS

BASIC PACKET NO DEP/ WITH W2 WAGES AND/OR 1099 WAGES

PACKET WITH DEPENDENTS W2 WAGES AND/OR 1099 WAGES

Clink on link:

CLICK HERE

It will open page below.

Step 1. Enter full name

Step 2. Enter valid email address

Step 3. Click “Get Started”

PACKET WITH DEPENDENTS W2 WAGES AND/OR 1099 WAGES

Clink on link:

CLICK HERE

It will open page below.

Step 1. Enter full name

Step 2. Enter valid email address

Step 3. Click “Get Started”

PACKET WITH ALL FORMS

PACKET WITH DEPENDENTS W2 WAGES AND/OR 1099 WAGES

PACKET WITH ALL FORMS

Clink on link:

CLICK HERE

It will open page below.

Step 1. Enter full name

Step 2. Enter valid email address

Step 3. Click “Get Started”

Engagement packet forms will open

Step 5. Click “Start”

Step 6. Software will take you line by line to complete forms. Just complete forms that pertain to you. Please read below:

First 3 pages MUST be completed to file taxes. (client engagement letter and info worksheet)

Page 4 only complete if you are claiming dependent(s)

Page 5 only complete if you are claiming dependent care (daycare, after school program, etc.)

Page 6 only complete if you are claiming education credit (college, university, etc.)

How to file taxes via email

Tax checklist for 2023:

Engagement packet completed
Picture of driver’s license, state i.d., passport
All income forms W-2(s), 1099(s), etc…
Mortgage interest/property taxes (form 1098)
Education college, university, etc… (form 1098-T)
Unemployment (form 1099-G)
Any and all other tax related form(s)

Step 1.

You can download forms from link or request forms via email: diana@taxpro305.com

Step 2.

You can scan to computer or take a picture of documents with cell phone. For best cell phone results, you can use the following app to scan:

https://apps.apple.com/us/app/pdf-camera-document-scanner/id803059426

https://play.google.com/store/apps/details?id=com.pdffiller.scantofill

Step 3.

Once Engagement packet is completed please attach any other items from tax checklist that pertains to you and email to diana@taxpro305.com

Taxpro305 will then respond with email when received.