Retrieve Documents
Extract Data
Implement in 1 Day
1040
Prior-year tax returns
W-2
Employer-reported wages & tax withholdings
1099-NEC
Non-employee compensation, i.e. independent contractors
1099-INT
Interest income from financial instituions
1099-DIV
Dividends from financial institutions
1099-B
Capital gains & losses through brokerages and exchanges
1099-K
Payments from online platforms, apps, marketplaces, or payment card processors
1099-R
Distribution of retirement benefits such as pensions, annuities, and retirement plans
1098
Mortgage interest paid
1098-E
Interest paid on student loans
1098-T
Qualified education expenses
Bank Statements
Monthly statements from banks
Brokerage Statements
Monthly statements from brokerages