What You’ll Need to Complete Your 2025 Tax Preparation Intake Form

To make the process smooth and complete your intake in one sitting, it’s helpful to gather the following items ahead of time:

• W-2s, 1099-NEC, 1099-K, and all other tax-related documents
  
  

• Bank statements or payment-app summaries (Cash App, PayPal, Venmo, Stripe, Square, etc.)
  
  

• Income logs, invoices, bookkeeping reports, or sales summaries
  
  

• Receipts for business expenses (supplies, advertising, software, travel, meals, etc.)
  
  

• Mileage log and vehicle expense records (if claiming mileage or auto deductions)
  
  

• Home office documents such as utility bills, internet statements, or rent totals (if claiming a home office)
  
  

• Inventory or equipment purchase records
  
  

• Your prior-year tax return, including Schedule C if self-employed
  
  

If you don’t have everything right now, no worries — you can save your progress and return later to finish 

once your documents are ready.

What Happens After You Submit 

Document Review
We review your answers and uploads for accuracy, completeness, and IRS compliance.

Follow-Up (If Needed)
If anything is missing or unclear, we’ll email you a short checklist with a link to upload additional documents.

Return Preparation
Once your file is complete, we prepare your tax return and Schedule C. You’ll receive a summary inside your MBA Tax Portal.

Review & E-File
You’ll review your return, sign Form 8879 electronically, and we’ll submit your return for e-file processing.