Docuwurks

STEP 2

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Step 2: Income & Documents

Upload your income documents and select the types of income you received. Clear photos or PDFs are best.

Step 2 Form

Please complete all required fields. If you have multiple income forms, you can combine them into one PDF.

    Step 2: Income, Documents, Deductions & Acknowledgments

    Income

    Please select each type of income that you received for the tax year. *

    Upload your income document(s) *


    We need the entire form, with all numbers showing. Please take clear pictures. I recommend combining all income forms into one PDF file.

    Upload your spouse income document(s) (if applicable)


    We need the entire form, with all numbers showing. Please take clear pictures. I recommend combining all income forms into one PDF file.

    Deductions & Credits

    Which of the following applies to you?

    Did you work overtime in 2025?

    Did you receive any tips in 2025?

    Upload your 1098T from your College or University (if applicable)

    Upload Childcare Expenses Report From the Provider With the EIN/SSN Provided (if applicable)

    Child/Dependent Due Diligence (If Claiming Children)

    Did the child(ren) live with you in the U.S. for more than half the year?

    Can anyone else claim the child(ren)? If yes, who?


    Do you have records to substantiate residency and relationship?

    Do you pay more than half the cost of keeping up your home?

    Questionnaire

    Are you filing a business / self-employed / side job / cash job?

    Do you owe student loans, taxes, or another entity that might offset your refund?

    Last Will and Testament

    Do you have a Last Will and Testament?

    Would you like my office to create your Last Will and Testament?

    Healthcare Information

    Did you purchase insurance from the Marketplace OR have any premium credits from your insurance company?

    If yes, upload your 1095-A.

    Communications, Portal & Payments (Acknowledgments)

    Client Portal & Document Handling

    I will use the secure client portal provided by Docuwurks to upload/download documents. I understand unencrypted email is not secure and consent to receive general communications by email/SMS. I can request end-to-end options for sensitive data.

    Payment Policy

    I understand payment must be made before my return is completed or e-filed. I will receive an invoice with my fees by email/SMS. All payments are final; no refunds.

    Engagement Scope

    I understand preparation includes assembling the return from information I provide. Advisory, bookkeeping cleanup, audit representation, amended returns, and state/local filings beyond the agreed scope are billed separately.

    Accuracy & Responsibility

    I confirm the information I provide is complete and accurate to the best of my knowledge. I will review my draft return carefully and notify you of errors/omissions.

    Virtual Signature

    Do you agree to sign all documents virtually? (ONLINE)

    Refund Selection

    Do you understand that if you receive a refund, your refund will be direct deposited?

    Direct Deposit Bank Name *

    Bank Account Type

    Routing Number *

    Account Number *

    Upload Voided Check *

    E-file Authorization & Delivery

    I understand I must review my completed return and sign IRS Form 8879 (or state equivalents) before e-filing. This intake signature does not replace Form 8879. Docuwurks will deliver 8879 for e-signature when the return is ready.

    Form 8879 Acknowledgment *

    Return Delivery Preference *

    Final Declaration & Signature

    I have read and agree to the Acknowledgments, Payment Policy, and (if checked) ยง7216 Consents.

    I certify the information provided is true, correct, and complete.

    Typed Signature *

    Date *