Dashboard - Staging - Taxes For People

Good idea to have some customized solution like “Hi there Brenda, here’s an overview of your tax history and what’s left to do before filing your 2025 taxes.”

Your profile constants

Save the details that carry across tax years so the IRS form generator can reuse them without asking every year.

Legal full name

Social Security number

Date of birth

Occupation

Citizenship country

Phone number

US mailing address

Line 1

Line 2

City

State

Postal code

Foreign mailing address

Line 1

Line 2

City

Province / region

Postal code

Country

Your tax history

Expand each year to edit draft information or download filed PDFs.