Start your file in a few steps
Enter the code from your tax office, add contact info, answer a few questions, and upload your ID and tax forms. Your tax office takes it from there.
Clarity: Square Bidness Tax Pass™ is a web-based intake tool built by Square Bidness Tech Lab.
It is not affiliated with any third-party “Tax Pass” mobile apps.
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 routes your info directly to them.
You’ll find this on a flyer, business card, or text message from your tax office.
Waiting for code…
Preview is informational only. Your office code is what routes your file.
Contact information
Your tax office uses this to contact you. Double-check your number.
We may send confirmations or status updates to this number.
About you & your household
A few basics about how you file and who’s in your household.
Quick overview helps your preparer. (Example: 2 children, ages 4 and 9.)
Work & income
Tell your tax office what kinds of income you had this year.
W-2 job(s)
1099 / self-employed
Unemployment
Social Security
Other
IDs & tax forms
Take photos with your phone camera or upload files saved on your device.
Front of ID
Back of ID
Upload a photo or PDF of each W-2.
Upload anything else your tax office should see.
Review & submit
Confirm everything looks right before sending it to your tax office.
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