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Step 1: Complete Application

Step 2: E-Sign Application

Step 3: Upload Documents

*Before you begin–please make sure you are ready to upload the following documents:

Assessment Documents

Payroll documents and bank statements (required)

Click or drag files to this area to upload. You can upload up to 3 files.
Click or drag files to this area to upload. You can upload up to 5 files.
Click or drag files to this area to upload. You can upload up to 5 files.
Click or drag a file to this area to upload.
Click or drag a file to this area to upload.
Click or drag files to this area to upload. You can upload up to 10 files.

*If you are a sole proprietor or independent contractor using your schedule C: Please upload to the "2019 Business Tax Return" field.