Preparer guides

Create your first session in 5 minutes

From client intake to filed return

All 60 forms — how they auto-enable and where data flows

Every document type PaisaTax can process

Two-stage pipeline from upload to form mapping

How documents auto-trigger forms and slots

The 5 source levels and how to override computed values

How quarterly data flows to Schedule C, E, and F

Wage and Tax Statement

Interest Income

Dividends and Distributions

Broker Transactions

Nonemployee Compensation

Payment Card Transactions

Retirement Distributions

HSA Distributions

Social Security Benefits

Government Payments

Miscellaneous Information

Mortgage Interest Statement

Tuition Statement

Student Loan Interest

Cancellation of Debt

Real Estate Transactions

Gambling Winnings

e-File Signature Authorization

Profit or Loss from Business

SE Health Insurance Deduction

Rental and Partnership Income

Profit or Loss from Farming

Farm Rental Income

Partnership Property Distribution

Noncash Charitable Contributions

Credit Reclaim After Disallowance

Household Employment Taxes

Refund Allocation

Advanced Manufacturing Credit

Renewable Electricity Credit

Interest and Dividends Detail

Capital Gains and Losses

Self-Employment Tax

Itemized Deductions

Earned Income Credit

Additional Income and Adjustments

Tips and Overtime Deduction

Additional Taxes

Additional Credits and Payments

Child Tax Credit

Education Credits

Capital Asset Sales

Health Savings Accounts

Child and Dependent Care Credit

Early Distribution Penalties

QBI Deduction

Additional Medicare Tax

Net Investment Income Tax

Premium Tax Credit

Foreign Tax Credit

Alternative Minimum Tax

Saver's Credit

General Business Credit

Residential Energy Credits

Alt Fuel Vehicle Refueling Credit

Clean Vehicle Credit

U.S. Individual Income Tax Return

Single, MFJ, MFS, HOH, QSS

When to itemize and the SALT cap

15.3% rate, 92.35% factor, half deduction

All bracket tables by filing status

Refundable vs. non-refundable