Know what you need to file taxes with our tax prep checklist
Check items off as you gather them, then upload everything to your My NTB account.
Your tax documents checklist
0 readyCheck items off as you gather them — your progress is saved on this device. When you're ready, upload everything to your My NTB account.
Personal information
Income
Deductions & credits
Small business & self-employed
Upload them in My NTB!
Secure upload from any device. Your tax pro sees them instantly and can get started.
Choose how you want to file
Online with a pro, with an Expert Review, or let your tax pro do it all.
File online with confidence
Upload your documents; a tax pro prepares your return. Simple returns start free.
- Start free, upgrade only if needed
- Any device, anytime
File online with help by your side
Add an Expert Review and a senior pro signs and files for you.
- Catch errors, find savings
- Secure messaging & virtual call
File stress-free with a tax pro
In person, from home or drop-off — your pro handles everything.
- Dedicated one-on-one guidance
- File in as little as one hour
Who qualifies for Free Online?
Simple tax situations only.
Included tax situations
- W-2 income
- Unemployment income
- Social Security income
- Earned Income Tax Credit (EITC)
- Child Tax Credit (CTC)
- Student loan interest
- Retirement plan distributions
- Standard deduction
✕ Excluded tax situations
- ✕Itemized deductions (Schedule A)
- ✕Health Savings Account (HSA)
- ✕Rental & investment income
- ✕1099 income with expenses (self-employed)
- ✕Business returns
These situations are covered by Deluxe, Premium or Self-Employed.
For every return, we commit to:
Accuracy
If we make an error on your return, we reimburse resulting penalties and interest.
Maximum refund
We find every credit and deduction you qualify for — or your prep is free.
No surprises
You see your price before we start. If anything changes, you approve it first.