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 (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.