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Create a light household profile and choose your tax year shelf.
Flow
A short path — bring what you already have.
Create a light household profile and choose your tax year shelf.
Upload or list wage statements, interest summaries, and worksheets.
Confirm or dismiss AI checklist suggestions. Mark open items.
Export a summary if you want another pair of eyes on the strip.
A Raleigh guide can help you set up the first strip and read checklist drafts at an easy pace.