Tax Season Resources

Please refer to our tax season resources:

• Tax Season Timeline
• Tax Season Process Overview
• Tax Season Dashboard Process Graphic
• EXTENDED Tax Season Timeline

Additional resources that may be helpful during tax season:

• Supported Tax Forms
• Data Requirements Overview
• Account Owner/Account - CSV Ingestion Template Guides
• Transactions - CSV Ingestion Template Guides
• Form Data - CSV Ingestion Template Guides
• Tax Documentation - CSV Ingestion Template Guides
• Other - CSV Ingestion Template Guides
• Physical Mailing in the Dashboard