As of February 1, 2025:
Can I remove a tax return after I upload it into RISR?
We adhere to a stringent zero-day retention policy for all documents, ensuring that we do not retain tax returns and PDFs. Immediately after processing, these documents are permanently removed from our system, ensuring no long-term storage.
What type of documents and returns can I use in the Tax Return uploader?
PDF files only. Please read more in our Data Entry Best Practices at /help/data-entry-best-practices.
Our uploader can intake the following documents and corporate tax returns:
- RISR Fact Finder PDF
- 1120
- 1120-S
- 1065
- 1040 Schedule C
What parts of the tax return should be uploaded in the Document Uploader?
We require the first page of a business's tax return and the balance sheet. We recommend uploading only the pages required to improve the document uploader's accuracy and speed.
Required pages for:
- 1120-S: Include the 1120S on page 1, and the Schedule L Balance Sheet on page 4
- 1120: Include the 1120 on page 1, and the Schedule L Balance Sheet on page 6
- 1065: Include the 1065 on page 1, and the Schedule L Balance Sheet on page 6
- 1040 Schedule C: Include the Schedule C from a Form 1040
Please see our Data Entry Best Practices document at /help/data-entry-best-practices for more info.
Is the Document Uploader always accurate?
We utilize best-in-class AI to extract data from uploaded documents and rigorously test the capability to achieve a 90%+ success rate. While we believe our document reader is close to perfect each time, we recommend you verify the data's accuracy on the Income Statement and Balance Sheet after you've uploaded a document.
For more information please read our Data Entry Best Practices document at /help/data-entry-best-practices.