Upload Your Tax Documents

No! If we prepared your taxes last year and your personal information hasn't changed (address, phone, marital status, etc.), you can skip the personal information section entirely. Just fill out the document checklist and any sections that apply to your situation this year.

Include all tax documents you received: W-2s from employers, 1099s for any freelance, investment, or retirement income, 1098s for mortgage interest or student loans, and any other tax forms. When in doubt, include it—it's better to upload too much than not enough.

Starting in 2025, qualified overtime pay and tips are now deductible under the OBBBA (One Big Beautiful Bill Act). If you earned overtime, check your W-2 Box 14 or pay stubs for the qualified overtime amount. For tips, check W-2 Box 7. These deductions are available even if you take the standard deduction.

Yes, if you purchased a new vehicle between 2025-2028 that was assembled in the United States, you can deduct up to $10,000 of car loan interest per year. You'll need to provide the VIN, purchase date, and interest paid. This is a new deduction under the OBBBA.

Absolutely. We use Encyro, which provides bank-level 256-bit encryption for all file transfers. Your sensitive tax documents are fully protected during upload and storage. Never email tax documents directly—always use the secure portal.

Once you upload, we'll review everything and reach out if we have any questions. Then we'll prepare your return and schedule a wrap-up call to walk through it with you line by line. You can schedule that appointment using the button below.

The main tax organizer is for personal returns only. You'll need a separate Business Tax Organizer for each self-employment activity or business, and a Rental Property Organizer for each rental you own. Email ewan@morkelfinancial.com to request these.