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Accepted file types
Accepted file types
Kirsten Simmons avatar
Written by Kirsten Simmons
Updated over a week ago

Table of contents:

Accepted file types

Our Tax Questionnaire (TQ) accepts the following formats:

  • Documents & data files: .odt, .ods, .doc, .docx, .txt, .txf, .xls, .xlsx, .xlsm, .csv, .pdf.

  • Images: .png, .jpg, .jpeg, .tif, .gif.

Please refrain from emailing the following file formats to a tax preparer and instead upload them in the Documents > Documents You Provide Us section in your TFX account:

  • Archive files: .zip, .rar, .gz.

  • Documents & data files: .odt, .ods, .doc, .docx, .txt, .txf, .xls, .xlsx, .xlsm, .csv, .pdf.

  • Images: .png, .jpg, .jpeg, .tif, .gif.

  • TurboTax files: .tax, .tax2008 - .tax2022.

Uploading ZIP files with multiple documents

When you upload a .zip file, the system performs the following actions:

  • Automatically unzips the file into a new folder with the same name as the uploaded .zip file.

  • Automatically deletes files that are not images or documents.

  • Scans the files for viruses and deletes any infected files.

  • Deletes the original .zip file that was uploaded.

File size limitations

The maximum allowed file size for uploads is 25 MB. If a file exceeds the maximum upload size, a warning will be displayed:

Free online PDF compressor

If the size of your PDF file is more than 25 MB, you can compress it using a free online tool before uploading.

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