Tax for IndividualsFile your own return with a guided tax-year workspace.

For individuals, sole proprietors, and self-employed filers who want source documents, income, deductions, review status, and e-file tracking organized in one place.

Use this workspace when you are preparing your own tax return or keeping sole proprietor records ready for filing.

Individuals TaxPros Organisations

Coming soon

Tax for Individuals is on the WorkpaperOS roadmap. Sign-up opens when it launches.

What you get

Designed for the work you need to finish.

Guided intake

Start with a tax-year workspace that helps organize identity details, income, deductions, credits, and filing information.

Source documents

Upload W-2s, 1099s, receipts, statements, and supporting documents so nothing sits in email or a folder you forget.

Sole proprietor records

Keep business income, expenses, mileage, and supporting records together when you file as self-employed.

Review checks

See missing items, open questions, and diagnostics before the return moves to filing.

E-file status

Track submission, acknowledgement, rejection, and completion status from the same workspace.

Prior-year continuity

Keep prior-year records available so the next filing season starts with better context.

FAQ

Common questions.

Is this only for accountants?: No. Individuals and sole proprietors can use the individual Tax workspace for their own supported return workflows.
Can I keep business records for a sole proprietorship?: Yes. Sole proprietors can organize income, expenses, mileage, and supporting documents for tax preparation.