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Location
Where is your Sammy's Discount Express located (ZIP code):
Tax Docs
Ask the customer: Did you bring your tax documents (W-2, 1099-INT, etc.)?
Customer has documents
No
documents
Tax Info
Take the customers documents and photo ID and collect the below information, then hit continue.
Tax Info
Take the customers photo ID and collect the below information from the customer, then hit continue.
Tax Info
Take photos of the customers documents with your phone, tablet, or desktop camera. Skip if you can't capture images.
I'm done
capturing images
Skip
Upload
Documents
Import your customers documents.
Add more images
Ok. You can send the remaining documents to info@royaltaxbox.com later. Press Continue!
Tax Info
Give the customer their documents back and tell them: You are now signed up to get your taxes completed. Check your email for more information. RoyalTaxBox will call you to finish filing.
Customer
documents returned
Tax Info
Tell the customer: You are now signed up to get your taxes completed. Check your email for more information. RoyalTaxBox will call you to finish filing.
Tax Info
Finish!
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