Document Upload - Gadite Tax Services - Dallas Fort Worth Tax Preparation Services

Secure Document Upload

Use this secure form to upload your tax documents directly to Gadite Tax Services. All files are encrypted and stored securely.

Secure & Encrypted

All uploads are protected with bank-level encryption

Fast Processing

Documents are immediately available to your tax advisor

Multiple Formats

Upload PDFs, images, Word docs, and more

HIPAA Compliant

Your privacy and security are our top priority

Document Upload Tips

Ensure all documents are clear and readable
Include all pages of multi-page documents
Name files descriptively (e.g., "W2_2024_JohnDoe.pdf")
Maximum file size: 25MB per file
Accepted formats: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX

Ready to Upload?

Click the button below to securely upload your tax documents to our team.

Upload Your Documents

What You'll Need:

W-2 and 1099 forms
Receipts for deductions
Prior year tax returns
Business income records
Investment statements

Your Security Matters: All documents are transmitted using 256-bit SSL encryption and stored on secure, HIPAA-compliant servers. Your information is never shared with third parties.

Document Checklist

What Documents Do You Need?

Use this checklist to ensure you have all necessary documents for your tax return

Personal Information

Social Security Cards (for all family members)
Driver's License or State ID
Bank Account Information (for direct deposit)
Prior Year Tax Return

Income Documents

W-2 Forms (from all employers)
1099 Forms (interest, dividends, misc income)
Business Income Records (Schedule C)
Rental Property Income
Unemployment Income (1099-G)
Social Security Benefits (SSA-1099)

Deductions & Credits

Mortgage Interest Statement (1098)
Property Tax Records
Charitable Donation Receipts
Medical Expense Receipts
Education Expenses (1098-T, 1098-E)
Childcare Provider Information
Business Expense Receipts

Business Owners

Business Income & Expense Records
Business Mileage Log
Equipment Purchase Receipts
Home Office Documentation
Payroll Records (if applicable)
Business Bank Statements

Not sure what you need? Contact us and we'll help you gather the right documents.

Upload Your Tax Documents