Step 2 of 3
Confirm Your Resident Individual Return Path
You selected the English onboarding path for a Resident Individual Return (1040). Review the next steps below, then continue to the engagement letter to move forward.
Resident Individual Return (1040)
This path is for most U.S. resident individual tax returns. If this matches your situation, the next step is to review and sign the engagement letter. After signing, you will continue to the client intake form.
How this onboarding flow works
We keep the process simple so you know exactly what happens before any document upload begins.
Review the engagement letter
You will open the engagement letter, review the terms, and sign electronically to move forward.
Complete the intake form
After signing, you will return to Okeybooks and complete the intake form for your resident individual return.
Okeybooks reviews your case
We review your information and guide you to the next step in the process based on your case details.
Before you continue
It helps to have the following in mind before moving into the engagement and intake process:
- The tax year or years you need help with
- Your basic filing situation, including spouse or dependents if applicable
- Your main income types, such as W-2, 1099, investments, or self-employment on an individual return
- Any states involved besides your primary resident state
If this is not the right fit
If you selected the wrong path, go back and choose the option that better matches your situation.
- Need a nonresident return? Go back and choose 1040-NR
- Need a business entity return? Go back and choose the matching business tax path
- Not sure? Return to Start Here and use the guided help section
Ready to continue?
Open the engagement letter to review the terms and sign electronically. After signing, you should be returned to the client intake page for this onboarding path.