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📂 Upload Your Tax Documents

Please upload all applicable documents from the checklist below.
Providing complete information helps us prepare your return faster and avoid delays.

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✅ ✅ REQUIRED DOCUMENTS

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👤 Personal Information

  • Copy of Driver’s License or State ID

  • Social Security cards (you + dependents)

💼 Income Documents

Upload ALL that apply:

  • W‑2 (employment income)

  • 1099‑NEC / 1099‑MISC (self-employment)

  • 1099‑K (cash app, Stripe, etc.)

  • 1099‑INT (interest income)

  • 1099‑DIV (dividends)

  • 1099‑G (unemployment or state refund)

 

🏡 Home & Property (if applicable)

  • Mortgage interest statement (Form 1098)

  • Property tax statements

  • Closing documents (if bought/sold property)

 

📊 Self-Employed / Business Owners

  • Profit & Loss statement (if you have one)

  • List of business expenses (or receipts)

  • Mileage log (if applicable)

🎓 Education (if applicable)

  • Form 1098‑T (tuition)

  • Student loan interest (1098‑E)

 

🧾 Tax Credits & Deductions

  • Childcare expenses (provider name + EIN)

  • Medical expenses (if itemizing)

  • Charitable donations

  • Retirement contributions (IRA, 401k)

 

👶 Dependents

  • Names & Social Security Numbers

  • Proof of residency (school, medical, etc.)

 

✅ ✅ BEFORE YOU SUBMIT

✔ Make sure files are clear and readable
✔ Upload all documents at once if possible
✔ Include all income sources (even if small)

 

📌 WHAT HAPPENS NEXT

After you upload your documents:

  • We review your information

  • We contact you if anything is missing

  • We begin preparing your return

 

⏱ Turnaround Time

You will receive an update within 24–48 hours

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Need help? Contact us if you're unsure what to upload.

Frequently asked questions

© 2026 Hummingbirds Bookkeeping & Tax Services, PLLC

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Privacy Policy | Terms & Conditions | Accessibility Statement

 

2250 Double Creek Dr. Ste 5187, Round Rock, TX 78683

512-766-9096 | info@hummingbirdsbktax.com

 

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