What are the inputs for Tax Clarity?

Use your client's 1040 to run a Tax Clarity report.

If you are running a client report for 2017, you'll need your client's:

  • 1040
  • Schedule A
  • Schedule D
  • Schedule SE

If you are running a client report for 2018, you'll need your client's:

  • 1040
  • Schedule A
  • Schedule D
  • Schedule SE
  • Schedule 1

These documents are mentioned on the inputs screen of the software.