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CLIENT INTAKE & SECURE DOCUMENT UPLOAD
Get Ready to File With Confidence
RL Tax & Business Launch makes it simple to begin the tax preparation process. Before your return can be prepared, we will need your basic information, tax documents, and any supporting records that apply to your individual tax situation.
CLIENT TAX INTAKE
Our tax intake process helps us gather the information needed to prepare your return accurately and efficiently.
You may be asked to provide information regarding:
Personal identification
Dependents
Income
Employment
Self-employment
Education expenses
Childcare expenses
Tax credits and deductions
Prior-year tax information
Other information related to your tax situation
SECURE DOCUMENT UPLOAD
Your privacy and security are important to us.
Tax documents should only be submitted through the secure document upload method provided by RL Tax & Business Launch.
Please do not send Social Security numbers, tax documents, identification documents, or other sensitive financial information through regular text messages, social media messages, or unsecured email.
DOCUMENTS YOU MAY NEED
Valid photo identification
Social Security cards or required identification documents
W-2 forms
1099 forms
Self-employment income and expense records
Dependent information
Childcare provider information
Education documents
Mortgage or property-related tax documents
Retirement or investment documents
Prior-year tax returns, when needed
Any additional documents related to your tax situation
IMPORTANT INFORMATION
Submitting an intake form or uploading documents does not guarantee that your return has been accepted for preparation or filed.
Additional information or documentation may be requested before your return can be completed.
Tax returns are prepared based on the information and documentation provided by the client.
READY TO GET STARTED?
Complete your tax intake and securely submit your required documents to begin the tax preparation process.
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