If you’re not an owner and employed by someone else, please have the below available:

Payroll processor login details (Paychex, ADP etc.) — We’ll automatically collect the required documents (2 years W-2s, pay stubs for your most recent 30 days of work) in seconds from your current payroll provider so you don’t have to worry about it later.
Tax agent details (TurboTax, H&R Block etc.) — If required, we'll grab your last 2 years tax returns via your tax agent portal or we can grab it directly from the IRS in a couple of minutes.
Or you can upload your docs manually by choosing the ‘Upload your documents’ option.
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