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Required Tax Documents

IMPORTANT: Next, our CPA (Accountant) will have to review or amend your Tax Returns to accurately calculate the exact amount of money that you are entitled to claim and receive from this SFLTC program. 

ALL documents must be submitted before we can begin processing your claim. The sooner we receive the required documents, the faster we can lock in your refund.

You can Upload your Tax Returns now on this page, or you can simply click “I will email my documents later” to move on to the next step. 

Option 1: Email Submission
Send your Tax Returns as an attachment to the following email address: [email protected].
If you don’t have the email address handy, please write it down for future reference. To complete this step, please click the Blue Option 1 button below.

Option 2: Online Form Submission
If you have your Tax Returns on your computer and you are ready to upload them, then please complete the form below on this page. Click on the “Choose File” button to attach your Tax Returns from your computer.

Choose either method to submit your Tax Returns to us.

OPTION 2: UPLOAD YOUR DOCUMENTS VIA THE FORM BELOW:

Please upload the following documents below:

  • A copy of your 2019 tax return (including all pages and schedule C)
  • A copy of your 2020 tax return (including all pages and schedule C)
  • A copy of your 2021 tax return (including all pages and schedule C)
  • A copy of your valid drivers license

UPLOAD INSTRUCTIONS:

  1. Click on the "browse" button next to each document request below.
  2. Locate the document on your computer and select it.
  3. NOTE: (Once the document is finished uploading you will see it's file name listed).

IMPORTANT: Do not click the "Submit Documents and Continue" button until you have browsed for and selected all of your documents. Once you've attached all of the documents click the blue "SUBMIT DOCUMENTS AND CONTINUE" button.



FINISHED SELECTING YOUR DOCUMENTS? CLICK THE BUTTON BELOW TO CONTINUE.

I will NOT be using this form to upload my documents. I will send my Tax Returns as an attachment to the following email address: [email protected].