Reviewing data

Check your inputs

Document extraction can miss or misread values. Compare imported and manually entered information with your records before relying on generated forms. Check:

• Names, identifying information, and tax year
• Amounts and withholding against each source document
• Any value or question flagged for review

Correct values and review the forms

Correct supported values in the review or manual-entry screen, then compare the generated federal forms with your records. A preview does not confirm that your return is complete or that a tax position applies to you.

If required information is outside TakoTax's coverage, use another preparation method. For advice about your circumstances, consult a qualified tax professional.