document upload

How to provide your income tax data?

Providing your tax information to our accountants has never been easier. Our clients have the options of manually typing their data or uploading their documents.

Our clients can choose which option they find most easy and convenient. Both options aim to collect only the data which is required to complete the income tax forms in an easy and clear interface.

document upload screen

 

Typing Option:

Through the typing option, our clients are asked to provide their tax information by completing the required data fields. The forms will highlight if there are missing information.

Uploading Option:

By choosing the upload option our clients are only required to upload the supporting documentation which include the information necessary to complete the tax forms. To ensure that the uploaded documents include all required information, our client are asked to mark the information which is included on the upload documentation.