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Tax Preparation

What To Upload

The Essentials

Download below a checklist of all documents that you will need to collect in advance to upload into our safe, secure online portal before our tax preparers can get to work.

English checklist

Spanish checklist

Social Security cards

You must upload a copy of your Social Security card for yourself, spouse and any dependents. If you misplaced your card or are not sure of your number, don’t worry! Click here and learn how to obtain this information.

Individual Tax Identification Numbers

If you do not have a Social Security card, you will need to upload your Individual Tax Identification Number (ITIN). If you do not have an ITIN, United Way of Northern New Jersey is a Certified Acceptance Agency and can help you obtain one.

An ITIN is a tax processing number issued by the IRS to individuals who are required to have a U.S. taxpayer identification number, but do not have and are not eligible to obtain a Social Security number. This is for federal tax reporting only; ITINs are not intended to serve any other purpose. The IRS issues ITINs to help individuals comply with U.S. tax laws, and to provide an efficient means to process and account for tax returns and payments for those individuals who are not eligible for Social Security numbers. Click here for more information regarding ITIN numbers.

For More Information

For questions about Social Security cards or ITIN numbers, email United Way Tax Prep or leave a message at 973.993.1160, x5 and a tax specialist will return your call.

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