TFX User Guide
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Documents

  • Documents Section Overview
  • Tax Documents Prepared by TFX
  • Accepted File Types
  • Approving/Disapproving Your Return
  • Filing Instructions and Confirmations
  • My Cabinet Is Locked. I Cannot Work With the Files / Access My Tax Questionnaires
  • What documents will you need from me in order to prepare my return?
  • Can I mail hard copies of my documents to your NY office?
  • Want to know why you owe taxes?
  • How to extract specific pages from a PDF
  • What to do if you’re missing some (or all) of the tax documents we ask for
  • My foreign address is formatted incorrectly on my tax return
  • How should I handle non-latin characters and accent marks?(such as Ä, Ö, or ß)
  • I don't have a scanned copy of a document that you need. What can I do?
  • I can't seem to open a PDF file you prepared. Please help!
  • I’m unable to open the Streamlined Procedure Questionnaire Form 14653
  • I am a U.S. citizen. My spouse is not a U.S. citizen and doesn't have a Green Card. What documentation will I need to provide for my spouse?
  • Why do I need to provide proof of my dependents?

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