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:
Open Cash App
Tap the menu icon or navigate to the Money/Banking tab
Select Taxes
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.
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.)
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.
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.
Number of dependents
Marital status
Employment type (W-2, Contractor, Self-Employed)
Education related details
Health insurance coverage
Retirement contributions
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.
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
Manual Entry: Enter numbers line-by-line
Scan Using Camera: Take a photo of your form
Auto-Import (If Supported): Import directly from partnered employers or banks
Upload PDF/Image Files: Select saved documents from your device
Ensure form photos are clear
Double-check employer name & EIN
Review every import before saving
This step completes the core of your income setup.