File Your Taxes Easily with Cash App Taxes

Step A — Prepare Documents (Before You Start)

• Collect your W-2s, 1099s, and any other income documents.
• Have Social Security numbers ready for you, your spouse, and dependents.
• Gather last year’s tax return (if available) — helpful for carryovers and accuracy.
• Prepare receipts for deductible expenses (student loan interest, charitable donations, medical expenses, etc.).
• Keep a bank account or Cash App account details ready for direct deposit of refunds.

Step B — Create Your Cash App Account

1. Download Cash App from the App Store, Google Play, or open the Cash App on desktop.
2. Tap Sign Up or Create Account. Enter your mobile number or email and follow the SMS/email verification.
3. Set a strong passcode and enable device-level security (Face ID / Touch ID) if available.
4. Link a bank account or add your Cash App debit card (optional but recommended for refunds).

Tip: Use an email or phone number you regularly access — verification codes expire quickly.

Step C — Open Taxes (cash.app/taxes)

Inside Cash App tap Taxes. On desktop or mobile web, visit cash.app/taxes. Then:

• Choose Start New Return or Continue if you started earlier.
• Follow on-screen questions — the system personalizes questions based on your answers to avoid unnecessary forms.

Step D — Enter Income & Upload Documents

Add your W-2 and 1099 information — you can either upload PDFs/Images or manually type the values.

• Import W-2: If your employer supports import, use that to reduce mistakes.
• Manual entry: Carefully copy wages, federal tax withheld, and employer EIN exactly as printed.
• 1099s: Include 1099-NEC, 1099-MISC, 1099-INT and other forms if applicable.

Tip: Double-check numbers — small typos on W-2 fields are the most common cause of rejected e-files.

Step E — Deductions, Credits & Filing Status

Answer questions about your filing status, dependents, deductions, and tax credits. Cash App Taxes will:

• Suggest the best filing status (Single, Married Filing Jointly, Head of Household).
• Help choose between standard deduction and itemizing (it will recommend the better option).
• Check eligibility for common credits (EITC, Child Tax Credit, Education credits).

Tip: Keep documentation for credits claimed — the IRS may request proof later.

Step F — Identity Verification (Important)

To prevent fraud, Cash App Taxes may ask for identity verification. Common steps include:

• Provide last year’s AGI (Adjusted Gross Income) or an identity document.
• Enter a verification code sent to your phone or email.
• Upload a government ID if requested for stricter checks.

Note: Complete verification promptly to avoid delays in e-filing or refund issuance.

Step G — Review, Sign & Submit

1. Carefully review all entries using the review checklist within Cash App Taxes.
2. Fix any errors flagged by the system — it will highlight missing or inconsistent fields.
3. Choose your refund method (direct deposit to Cash App or bank account) and provide bank details if needed.
4. Electronically sign your return using the provided e-signature method and submit the return.

After submission, you’ll receive an acknowledgement. Save or screenshot it for your records.

Step H — After Filing: Track Refund & Records

• Track refund status inside Cash App or via IRS "Where's My Refund".
• Keep copies of your filed return and supporting documents for at least 3 years.
• If the IRS requests additional information, respond promptly to avoid delays.

Tip: If you deposited refund to Cash App, funds typically post faster than paper checks.