Tax Filing

Easy Expense offers free tax filing through our partner platform, Column Tax. Tax filing is only available for users who meet certain eligibility requirements. However, services are available for both premium and free Easy Expense users who meet the criteria outlined below.

Who is eligible for free tax filing services through Easy Expense?

Currently our tax filing services are available to all users who:

• Are located in the United States
• Have exactly one business workspace in the app
• Have personal and/or business taxes (W-2s & Schedule-Cs)

If you don't meet the above eligibility criteria the tax filing tab won't appear on the Easy Expense app. If you do meet these criteria but don't see the option to file taxes, please contact customer support.

While our tax filing services are available for all eligible users, we recommend it most for:

• sole proprietorships
• single-member LLCs
• freelancers
• employees/personal tax returns

Filing Taxes Through Easy Expense

When filing your taxes through the Easy Expense app, you will be redirected to Column Tax, a secure, IRS-approved embedded tax filing service. We automatically import your tax deductible expenses into Column Tax for your tax return.

Column tax may need certain information to file your tax return. If possible, have the following documents ready:

• Social Insurance Number
• Driver's License
• Form W-2 from all employers
• Form 1099 from all clients, income, and benefits received
• Form 1095-A for health care coverage
• Adjusted gross income (AGI) from last year's return
• A copy of last year's return
• Direct deposit information for your tax refund

For more information or to review Column Tax's product features and guarantees, review our tax filing terms of service.

To File Your Taxes

1. Tap the "Dashboard" tab
2. If your account is eligible for tax filing, you'll see a banner saying "File your taxes for free" at the top of the page
3. Tap the banner
4. Tap "Get Started"
5. Your expenses will be added to Column Tax, review this information to ensure it looks correct (if you have more tax deductible expenses, you can add or edit them later)
6. Tap "Got it"
7. Start filing with Column Tax

You can exit tax filing and return at any point. The banner on your Dashboard will change to "Your [year] Tax Return". Tap the banner to return to your tax return, though progress may be lost depending on how far you got in the filing process.

If you have any issues or questions while filing your taxes, you can tap the "?" or "..." menu (depending on how far along you are) and tap "Help" to see common questions from Column Tax.