Prepare your return
Answer guided questions, review your information, and see the next step before you continue.
Smart Tax
Tax preparation that keeps every step clear.
Prepare current returns, catch up on past tax years, organize business records, and keep important documents together in one secure place.
Guided preparationPersonal and business filingSecure document storage
Designed for real life
Know what to do next.
Smart Tax turns a complicated filing process into a calm, organized checklist.
A clearer way to file
Everything you need to move forward with confidence.
Catch up on past years
Build an oldest-first plan for missing returns and keep notices, transcripts, and records organized.
Manage business taxes
Keep business records, payroll questions, state obligations, and professional review in one place.
How it works
Start with the tax work that matters today.
Your Smart Tax account adjusts to the type of filing access assigned to you. Individuals see personal filing tools. Business owners see business tax tools. Tax professionals see the review and submission work assigned to their role.
1Create your secure account.
2Choose the tax year or business task.
3Follow the guided checklist and review before submitting.
Ready to begin?