Supported Tax Documents

Our AI analyzes PDF tax returns including 1040, 1120, 1120S, and 1065 forms. We support standard AcroForm PDFs for optimal accuracy and security.

Supported Tax Returns

PDF Format Required: We process standard AcroForm PDF tax returns only. XFA (XML Forms Architecture) PDFs are not supported for security and accuracy reasons.

Federal Tax Returns

Form 1040 (Individual)

Individual income tax returns

  • Form 1040 (2020-2024)
  • All schedules and attachments
  • Complete tax optimization analysis
Enterprise Ready: Our business tax analysis uses advanced AI to process complex corporate returns with 6+ pages, identifying optimization opportunities across all business entity types.

Business Tax Returns

Partnership Returns
  • Form 1065 (Partnership Return)
  • Schedule K-1 analysis
  • Multi-member LLC optimization
  • Pass-through entity strategies
S-Corporation Returns
  • Form 1120S (S-Corporation Return)
  • Schedule K-1 optimization
  • QBI deduction strategies
  • Pass-through tax planning
C-Corporation Returns
  • Form 1120 (C-Corporation Return)
  • Corporate tax optimization
  • 21% flat rate strategies
  • Multi-page document analysis
Enterprise Ready: Our business tax analysis uses advanced AI to process complex corporate returns with 6+ pages, identifying optimization opportunities across all business entity types.

State Tax Returns

Don't Miss Out: While we're adding state-specific processing, our federal tax analysis works for ALL states and captures the majority of optimization opportunities. Upload your federal return (1040) to discover significant savings - most of our users find $3,000+ in federal optimizations alone!
California (CA) coming soon
  • Form 540 (Resident)
  • Form 540NR (Non-Resident)
  • Form 540EZ (Short Form)
New York (NY) coming soon
  • Form IT-201 (Resident)
  • Form IT-203 (Non-Resident)
  • Form IT-150 (Dependent)
Federal analysis only

No state income tax

  • Texas (TX)
  • Florida (FL)
  • Tennessee (TN)
  • Alaska (AK)
  • Nevada (NV)
  • New Hampshire (NH)
  • South Dakota (SD)
  • Wyoming (WY)
  • Washington (WA)
Other States: We support all 50 states. If your state isn't listed above, our AI can still analyze your return for federal optimizations and applicable state strategies.

PDF Requirements

Supported PDF Types
  • AcroForm PDFs: Standard fillable forms
  • Flattened PDFs: Static, non-interactive
  • Multi-page documents: Complete tax returns
  • Text-based: Machine-readable content
Unsupported PDF Types
  • XFA PDFs: XML Forms Architecture
  • Scanned images: Image-only PDFs
  • Password-protected: Encrypted files
  • Corrupted files: Damaged documents
XFA Notice: XFA (XML Forms Architecture) PDFs are not supported due to security and accuracy concerns. If your PDF uses XFA technology, please "Print to PDF" from your tax software to create a standard PDF format.

File Requirements & Limits

50 MB
Maximum File Size
2-5 min
Processing Time
256-bit
Encryption Level

Security & Privacy

  • Encrypted file transmission
  • Secure server processing
  • Data anonymization before AI analysis
  • Automatic file deletion after processing
  • GDPR & SOC 2 compliance (pending)
  • No human access to your documents

Unsupported Formats

We Cannot Process:
  • XFA PDFs: XML Forms Architecture
  • Image files: JPEG, PNG, TIFF scans
  • Non-PDF files: Other file formats
  • Password-protected files: Encrypted documents
  • Handwritten returns: Non-digital forms
  • Draft returns: Incomplete documents
  • Non-tax documents: Financial statements, etc.
  • Files larger than 50MB: Size limitations

Ready to Optimize Your Taxes?

Upload your tax documents and discover potential savings with our AI-powered analysis.

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