Welcome to Tax Season for the 2023 tax year!


Here is how to work with Charitax this tax season!

If you are a new client and do not have a ShareFile folder, please email jill@charitax.com to inquire about availability.

Step 1 - Complete the 2023 Tax Season Engagement Letter.

Step 2 - Complete the 2023 Tax Prep Questionnaire. We won’t be able to get started on your return without this info.

Step 3 - Upload your tax documents to your 2023 ShareFile folder! See below for a list of common tax documents. The completed questionnaire also provides a customized list. If you are a new client, please include a copy of your 2022 tax returns (Federal, State, and Local).

Step 4 - As soon as you have everything uploaded and the questionnaire completed, email jill@charitax.com to let us know you're ready for us to get started!**

**We don't get notifications when clients upload things to Sharefile.

(Optional) Schedule a call with one of our tax professionals to talk through your taxes and connect! If you don’t feel that you need this meeting and prefer to just provide your tax docs & questionnaire, that’s great too.

Submissions received after September 16 will include an additional $250 rush fee.

Common Documents to Provide for 2023 Tax Prep

  • 2022 Tax Returns (federal, state, and local)

  • W2 (wages)

  • 1099-G (unemployment or tax refunds)

  • 1099-C (cancellation of debt)

  • W2G (gambling income)

  • 1099-SA (contributions to an HSA account)

  • 1098-E (student loan interest)

  • 1099-MISC/NEC (contractor/freelance income)

  • 1099-K (income from credit card processors)

  • 1098-T (college student tuition)

  • 1095-A (healthcare.gov marketplace statement)

  • 529 college savings plan statements

  • Childcare statement from daycare providers (must include EIN, name, and address of provider)

  • IP PIN number (only if you have been issued one by the IRS)

  • Schedule K-1 (partnership - Form 1065)

  • Schedule K-1 (s-corp - Form 1120S)

  • Schedule K-1 (trusts - Form 1041)

  • 1099-INT (interest earned)

  • 1099-DIV (dividends)

  • 1099-B (investments/stock trades)

  • Form 3921 (Exercise of an Incentive Stock Option)

  • 1098 (mortgage interest statement)

  • 1098-E (student loan interest)

  • 1099-R (retirement account income)

  • 1099-SSA (Social Security income)

  • 1099-S for home sale and closing documents

  • Bank routing and account number for direct deposit of refunds (upload to ShareFile)