Prepare what you can. Start with what you have.
This optional checklist suggests materials that may be useful. You do not need a complete set, or answers to these questions, before you upload. The team confirms what applies, service scope and remaining needs separately.
General starting materials
Start with complete statements and records you already have, keeping different people, entities and periods distinguishable. A prior return may help if available. No bank or refund account details are requested by this public tool; the secure workflow will confirm any need later. Use secure upload for private records. Do not enter identity numbers, financial amounts or addresses here.
- Prior-year return.
General starting materials. You can skip every question.
Optional: see other possible materials
Choose broad categories or skip them. Answers stay in this page’s memory, are cleared by reload and are not sent to CincyTax, saved in a case or added to a URL. Choosing a category does not establish any tax fact.
If your materials are incomplete
Send the records you have now. You can continue through secure sign-in and claim to see the team’s actual requests. This public list is not a completeness review, an accepted fact, a refund estimate or proof that work is ready to prepare.
For business work, existing income statements, balance sheets and ownership records can help the team confirm the period and classification. You do not need to select a business tax form here. Business preparation and scope.