Support Can Help With
- Using the interview and validation gates.
- Importing or exporting a local project file.
- Downloading a generated packet.
- Understanding why a case was marked unsupported by the software.
- Joining the waitlist for planned form packets.
Do Not Send
Do not send SSNs, TINs, full addresses, generated PDFs, project JSON, gift details, or complete tax returns through ordinary support channels.
Support Does Not Provide
- Tax, legal, accounting, or valuation advice.
- Professional review of a return.
- IRS representation.
- Advice on whether a transfer is a gift.
- Advice on valuation discounts, GST allocation, gift splitting, or adequate disclosure for complex property.