Submit personal or business tax documents through this encrypted portal so your return is prepared accurately and without delay. Accepted formats: PDF, DOC and DOCX, XLS and CSV, JPG, PNG, and GIF.
Encrypted & confidential Takes about 10 minutes Upload everything at once
Before You Start
Have this handy.
Clear, legible copies or photos of each document
Your SSN for personal filings
Business name and EIN for business filings
Prior year return if this is our first season together
Secure & Confidential
Secure document upload.
Files land directly and privately with Krystal. Nothing rides through regular email, and nothing is ever shared or sold.
Your information is encrypted, kept confidential, and never sold.
After You Hit Submit
What happens next.
01
You submit securely
Everything you enter is encrypted in transit and lands directly with Krystal, never a call center.
02
Krystal reviews it
Your information is checked line by line so nothing gets missed and nothing has to be asked twice.
03
You hear back fast
Expect a text or email follow up, usually within one business day, with exactly what happens next.
What to Upload
The two checklists.
Upload everything at once when possible. Clear, legible copies, PDF or photo, prevent the back and forth that delays refunds.
Personal Filers
Driver license or state ID, W-2s from all employers, 1099s for self employment, 1099-R retirement income, 1098 mortgage interest, 1098-T education, 1099-G unemployment or state refunds, prior year return, healthcare forms 1095-A, B, or C, deduction records, and childcare provider details.
Business Filers
Business license, Articles of Incorporation or Organization, prior year business return, income statements, expense records, payroll reports, 1099s you issued, business bank statements, plus your business name and EIN.
Questions Before You Submit?
A quick call clears most things up in minutes. It is free and there is zero obligation.