Document Upload
NEW CLIENTS OR RETURNING CLIENTS WITHOUT A PORTAL LOGIN
If you are a new client or a returning client without a portal login, please upload your information using the Guest Upload option.
Guest Upload Instructions
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Go to the following link:
https://wrightstaxgarage.securefilepro.com/portal/#/login -
Under Guest Exchange, select Upload Files
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Upload your tax documents
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Complete the required fields and submit your files
Once your documents are received, they will be reviewed and you will be contacted with instructions to activate your secure client portal.
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EXISTING CLIENTS WITH A PORTAL LOGIN
If you already have a portal login, please upload your documents using the Client Login section on the same page.
Client Login Instructions
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Go to the following link:
https://wrightstaxgarage.securefilepro.com/portal/#/login -
Sign in using your existing username and password
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Upload your tax documents through your secure client portal
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Submit your files once all documents are uploaded
If you are unsure whether you have portal access, please use the Guest Exchange option or contact our office.
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DOCUMENTS TO UPLOAD
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Please upload all documents that apply to you.
If you are unsure whether a document is needed, upload it anyway.
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Required for all clients
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Photo ID (Driver’s License or State ID)
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Social Security cards for you, your spouse, and dependents
Income information
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Wage or income statements
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Other income documents received during the year
Deductions and credits (if applicable)
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Documents related to dependents
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Education, childcare, or student loan information
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Mortgage interest, property tax, or rent information
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Charitable contribution records
Business or self-employed (if applicable)
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Income and expense records
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Mileage or vehicle expense information
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Equipment or asset purchases
Other information
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Prior year tax return (if available New Clients Only)
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IRS or state tax letters or notices
IMPORTANT NOTES
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Uploaded documents must be clear, readable, and complete
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Uploading documents does not mean your return is complete
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Additional documents may be requested
NEED HELP
If you have any issues uploading documents or are unsure which option to use, please call 812-507-6100