How Do I Edit/Combine PDFs?

Sometimes uploads will fail for critical data missing. Here's how to combine any missing documents into a singular PDF for successful processing.

When uploaded returns are flagged for missing data, you may end up with all the information located in several different files. In these cases, you will receive an email from our manual review team about what is needed to confirm our calculations to generate an accurate Tax Report. If you did not receive an email, the information needed will also be notated via the client household. Examples of the options to view the document scan result are included in the screenshots below.

Why do I need additional documents?

• In addition to the actual 1040, there are almost always other necessary forms/schedules that need to be included with your uploaded return. If/when those are missing, we will highlight those additional documents that need to be included with the 1040 in one combined PDF and reuploaded to have that return processed successfully. Our system does not combine separate uploads into one - all necessary documents must be included in the same upload.

For reference, we have attached a guide below that details what forms we need per the requirements of each return. Reviewing this guide and offering it to clients should allow you to bypass manual review to efficiently generate an accurate Tax Report. 

What Forms Do I Need to Upload?