Square Bidness Tax Pass — Start Your File

Start your file in a few steps

Enter the code from your tax office, add your contact info, answer a few questions, and upload your ID and tax forms. Your preparer takes it from there.

1 Office code

2 Contact

3 About you

4 Income & notes

5 IDs & forms

6 Review & submit

Who are you filing with?

Use the code your tax office gave you. This makes sure your information goes directly to them.

Office code

You’ll find this on a flyer, business card, or text message from your tax office.

Office preview

Waiting for code…

Contact information

Your tax preparer uses this to contact you about your return. Double-check your number.

Full name

Date of birth

Mobile phone

We’ll send confirmations or status updates to this number.

Email (optional)

Preferred contact

About you & your household

A few basics about how you file and who lives with you.

Filing status

Mailing address

Dependents

You don’t have to list every detail — a quick overview helps your preparer.

Work & income

Tell your preparer what kinds of income you had this year. You’ll upload forms on the next step.

What applies to you?

W-2 job(s) 1099 / self-employed Unemployment Social Security Other

Quick notes about your year

IDs & tax forms

You can take photos with your phone camera or upload files saved on your device.

Government ID

Front of ID

Back of ID

W-2s

Upload photo or PDF of each W-2.

Other forms (1099, etc.)

Upload anything else your preparer should see.

Anything else we should know?

Review & submit

This is a quick summary before you send everything to your tax office.

Preparing summary…

I confirm that the information I’m sending is true and correct to the best of my knowledge.

I agree that my tax office can contact me using the phone and email I provided.