Creating Households

To create a new household, navigate to the All Households page and click the teal Add Household button.

If this household is your personal household, you can indicate that it's a Private Household by checking the corresponding box.

First and last name of the primary taxpayer are the only two fields required, but as a best practice, we encourage users to enter birth dates as well to drive those age-related milestones, age reminders, the age 65+ additional standard deduction amount, and other age-related calculations.

To add a second client, click the "Add a Client (Optional)" link. This is strongly encouraged for returns with 2 taxpayers to allow our system to associate each taxpayer on uploaded returns with a client in the system.