Tax Documents
Automatically collected from your connected accounts
10
Total Documents
8
Processed
2
Pending Review
Connected Accounts
Documents are automatically imported from these sources
Chase Bank
24 documents imported
Vanguard
12 documents imported
Fidelity
8 documents imported
TechCorp Payroll (ADP)
26 documents imported
American Express
156 documents imported
Wells Fargo Mortgage
4 documents imported
All Documents
Tax year 2024
| Document | Type | Amount | Date Received | Status | Actions |
|---|---|---|---|---|---|
TechCorp Industries Tax Year 2024 | W-2 | $185,000 | 1/28/2025 | Processed | |
Westside Medical Group Tax Year 2024 | W-2 | $92,000 | 1/25/2025 | Processed | |
Freelance Consulting LLC Tax Year 2024 | 1099-NEC | $24,500 | 2/1/2025 | Processed | |
First National Bank Tax Year 2024 | 1099-INT | $1,842 | 1/20/2025 | Processed | |
Vanguard Investments Tax Year 2024 | 1099-DIV | $8,920 | 1/22/2025 | Processed | |
Fidelity Brokerage Tax Year 2024 | 1099-B | $15,340 | 2/5/2025 | Pending Review | |
Wells Fargo Mortgage Tax Year 2024 | 1098 | $18,650 | 1/18/2025 | Processed | |
American Red Cross Tax Year 2024 | Donation | $2,500 | 12/15/2024 | Processed | |
Local Food Bank Tax Year 2024 | Donation | $1,200 | 11/28/2024 | Processed | |
Home Office Equipment Tax Year 2024 | Receipt | $3,200 | 9/12/2024 | Pending Review |