Frequently Asked Questions

Here are questions people just like you ask us frequently. We’re here to help you get started.

We currently support the following federal forms:

Form 1040 Individual Income Tax Return
Form 1040 ACH/ES Direct Debit for Balance Due
Form 1040X Amended Individual Income Tax Return
Form 1099-G Certain Government Payments
Form 1099-INT Interest Income
Form 1099-MISC Miscellaneous Income
Form 1099-R Distributions From Pensions, Annuities, Retirement
Form 1310 Statement of a Person Claiming a Refund Due to a Deceased Taxpayer
Form 2106 Employee Business Expenses
Form 2210 Underpayment of Estimated Tax by Individuals, Estates, and Trusts
Form 2441 Child and Dependent Care Expenses
Form 3800 General Business Credit
Form 3903 Moving Expenses
Form 4136 Credit for Federal Tax Paid on Fuels
Form 4137 Social Security and Medicare Tax on Unreported Tip Income
Form 4562 Depreciation and Amortization
Form 4684 Casualties and Thefts
Form 4797 Sale of Business Property
Form 4835 Farm Rental Income and Expenses
Form 4868 Application for Automatic Extension
Form 4868 ACH Extension Payment
Form 5329 Additional Taxes on Qualified Plans and Other Favored Accounts
Form 5405 Repayment of the First-Time Homebuyer Credit
Form 5695 Residential Energy Credits
Form 6198 At-Risk Limitations
Form 6251 Alternative Minimum Tax
Form 8283 Noncash Charitable Contributions
Form 8379 Injured Spouse Claim and Allocation
Form 8396 Mortgage Interest Credit
Form 8582 Passive Activity Loss Limitations
Form 8812 Additional Child Tax Credit
Form 8829 Expenses for Business Use of Your Home
Form 8839 Qualified Adoption Expenses
Form 8862 Information to Claim Certain Credits After Disallowance
Form 8863 Education Credits
Form 8867 Paid Preparer’s Due Diligence Checklist
Form 8878 IRS e-File Signature Authorization for Form 4868/2350
Form 8879 IRS e-File Signature Authorization
Form 8880 Credit for Qualified Retirement Savings Contributions
Form 8888 Allocation of Refund
Form 8889 Health Savings Accounts
Form 8908 Energy Efficient Home Credit
Form 8910 Alternative Motor Vehicle Credit
Form 8919 Uncollected Social Security and Medicare Tax on Wages
Form 8936 Qualified Plug-in Electric Drive Motor Vehicle Credit
Form 8949 Sales and Other Disposition of Capital Assets
Form 8958 Allocation of Tax Amounts Between Certain Individuals
Form 8959 Additional Medicare Tax
Form 8960 Net Investment Income Tax
Form 8962 Premium Tax Credit
Form 8965 Health Coverage Exemptions
Form 9325 e-File Acknowledgment
Form 9465 Installment Agreement Request
Form W-2 Wage and Tax Statement
Form W-2G Certain Gambiling Winnings
Form W-7 Application for IRS Individual Taxpayer Identification Number (ITIN)
Schedule A Itemized Deductions
Schedule B Interest and Ordinary Dividends
Schedule C Profit or Loss From Business
Schedule D Capital Gains and Losses
Schedule E Supplemental Income and Loss
Schedule EIC Earned Income Credit
Schedule F Profit or Loss From Farming
Schedule H Household Employment Taxes
Schedule K-1 Partners and Shareholders K-1 Worksheet
Schedule R Credit for the Elderly or the Disabled
Schedule SE Self Employment Tax

We currently support the following states:

New Jersey Resident and Nonresident
Louisiana Resident and Nonresident
North Carolina Resident and Nonresident
Pennsylvania Resident and Nonresident
New York Resident and Nonresident (Coming soon)
California Resident and Nonresident (Coming soon)

We currently integrate with the following third-party applications:

Dropbox Document storage
Stripe Credit card processing

Yes, we have support for a variety of customizable client letters.

We have extensive support for service bureaus and multi-office sites. Our Pro Plus plan has support for white label features as well as granular office and user settings.

If you have a question that is not listed here, just ask!