Once you have installed Cash App on your device, the next major step is successfully setting up cash.app/taxes so you can begin preparing and filing your federal and state tax returns. The setup phase is critical because it ensures your IRS information matches correctly, your tax documents load accurately, and your filing session runs smoothly from start to finish. 

After installation, launch the Cash App and ensure you are logged into your verified account.
To start your setup:

1. Open Cash App

2. Tap the menu icon or navigate to the Money/Banking tab

3. Select Taxes

4. Tap cash.app/taxes to access the setup page
   
   

This is your central workspace for tax filing.

Before using the tax tools inside cash.app/taxes, you must enter accurate personal information. The IRS requires this for identity verification and to ensure your tax return is filed correctly.

Information You Must Provide

• Full legal name (exactly as printed on tax documents)

• Date of birth

• Social Security Number (SSN)

• Residential address

• Filing status (Single, Married, Head of Household, etc.)
  
  

Why This Step Matters

cash.app/taxes cross-verifies your details with IRS databases to ensure:

• Your return is not rejected

• Your refund is processed quickly

• Your dependent claims are recognized
  
  

Make sure all information is accurate and up to date.

Identity verification is one of the most crucial setup steps. Since tax filing involves sensitive personal and financial data, cash.app/taxes uses advanced verification methods to keep your information secure.

Verification Methods Include:

• Government-issued ID upload (Driver’s License, Passport, State ID)

• A live selfie for identity confirmation

• Verification of SSN and DOB
  
  

Once you're verified, your access to the complete cash.app/taxes filing suite unlocks instantly.

Now that your identity is verified, the next step is creating your tax profile inside cash.app/taxes.

Details Needed for Your Tax Profile:

• Number of dependents

• Marital status

• Employment type (W-2, Contractor, Self-Employed)

• Education related details

• Health insurance coverage

• Retirement contributions
  
  

Why This Profile Is Important

This information allows cash.app/taxes to:

• Suggest relevant tax credits

• Auto select deductions

• Tailor your tax return for accuracy

• Avoid common IRS rejections

One of the strongest features of cash.app/taxes is its simple process for income form submission.

Supported Income Documents Include:

• W-2 forms from employers

• 1099-NEC (self-employment income)

• 1099-INT (interest income)

• 1099-DIV (dividend income)

• 1099-G (unemployment compensation)

• Other commonly used forms
  
  

Ways to Upload Income Forms

1. Manual Entry: Enter numbers line-by-line

2. Scan Using Camera: Take a photo of your form

3. Auto-Import (If Supported): Import directly from partnered employers or banks

4. Upload PDF/Image Files: Select saved documents from your device
   
   

Tips for Smooth Uploading

• Ensure form photos are clear
  
  

• Double-check employer name & EIN
  
  

• Review every import before saving
  
  

This step completes the core of your income setup.