Products
Every return your firm files, prepared by AI.
Individual Income Tax Return
Individuals & Sole Proprietors
W-2s, 1099s, Schedules A–E, K-1s and crypto — parsed, reconciled and drafted in minutes.
All entity types
Individuals, partnerships, corporations, S-corps, trusts and exempt orgs — one platform.
Schedules included
K-1s, M-1/M-2 reconciliations, basis tracking and supporting schedules generated automatically.
Federal + state
Federal returns paired with the matching state filings across all 50 states.
How UpTax works
From shoebox of documents to accepted return
One continuous flow. The AI does the heavy lifting; your firm keeps the judgment, the relationship and the sign-off.
Connect the data
Drag in W-2s, 1099s, K-1s, trial balances or a prior-year return. UpTax auto-classifies every document by form and client.
The platform prepares
Document-intelligence models read, reconcile and map every figure to the right line — quietly, in the background.
Review the draft
A complete, source-linked draft return appears. Every number traces back to the document it came from.
UpTax pros review
US Enrolled Agents and tax pros verify every single number against its source — line by line — before it ever reaches your desk.
CPA approves
Your preparer or reviewer signs off. Nothing moves without a human yes — accountability stays with your firm.
File it
Approved returns are e-filed to the IRS and states, with acknowledgements tracked to acceptance.
Ready when you are
Give your firm its busiest season back.
See UpTax prepare a live return from your own sample documents. Twenty minutes, no commitment — just proof.