TaxOnboard Pro
Need help?
Our support team is here 24/7
Tax Onboarding Dashboard
Welcome back, John!
Let's complete your tax onboarding process
Active
Onboarding Progress
65%
Documents
5/8
Completed
3/5
Required Documents
W-2 Forms
Upload your W-2 forms from employers
Uploaded
1099 Forms
Income from freelance or contract work
Pending
Mortgage Statements
For home interest deductions
Uploaded
Medical Expenses
For medical expense deductions
Missing
Tax Preparation Checklist
Name, SSN, address, and filing status
W-2s, 1099s, and other income statements
Mortgage interest, medical expenses, etc.
Education credits, child tax credit, etc.
Final review and submission to IRS
Tax Assistant
Online
Alex - Tax Expert
AI Tax Assistant
Hello John! I'm your AI tax assistant. I see you're 65% through your onboarding. How can I help you today?
2 min ago
I'm not sure which documents I still need to upload.
Just now
Upcoming Deadlines
Estimated Tax Payment
Due April 15, 2023
High Priority
Extension Request
Due October 15, 2023
Medium Priority
Annual Tax Review
Due December 31, 2023
Low Priority