Personal Tax Uploads

Please Read Before You Upload...

Please ensure you have completed our 2025 Personal Tax Info Sheet and are including it with your uploaded documents. Note that this completed form is required to begin preparation of your tax return.
If you have not filled out the info sheet you can find it here →
.
Please limit your upload to 20 documents maximum. If you have documents in excess of this amount, we suggest physically dropping them off at our office location instead, where possible
.
Please ensure you are only uploading necessary documents for RBW to complete your tax return. RBW will ask you for additional supporting information if required (ex: do not provide individual receipts where amounts have already been captured on an annual summary)
.
Please upload only PDF and excel files and avoid uploading other file types such as jpeg, png, and tiff files if possible

Please ensure you have completed our 2025 Personal Tax Info Sheet and are including it with your uploaded documents. Note that this completed form is required to begin preparation of your tax return.
If you have not filled out the info sheet you can find it above.
.
Please limit your upload to 20 documents maximum. If you have documents in excess of this amount, we suggest physically dropping them off at our office location instead, where possible
.
Please ensure you are only uploading necessary documents for RBW to complete your tax return. RBW will ask you for additional supporting information if required (ex: do not provide individual receipts where amounts have already been captured on an annual summary)
.
Please upload only PDF and excel files and avoid uploading other file types such as jpeg, png, and tiff files if possible

Upload Instructions - Personal Tax Documents

Please fill out the following form. Mandatory fields are indicated with a * if a field is not applicable, write “NA”.
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Drag-and-drop documents into the space provided below, or click “browse files” and select documents from
your computer (make sure to include the 2025 Tax Info Sheet)
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Ensure all items have been added before clicking “upload” (Please do not upload one item at a time)
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If your upload has been successful a green “uploaded” status will appear on this web page and you will receive
a confirmation email