Drop Off Your Documents – No Appointment Needed
Drop-off is one of the easiest ways to file your taxes with X-TAX. Choose to drop off documents in person or virtually – the process and service are the same.
Step 1: Fill Out A Brief Form
Complete a short intake form online or in the office so we know how to prepare your return.
Step 2: Gather Your Documents
Collect your tax documents using our checklist to ensure nothing is missed.
Bring all that apply:
- Social Security or other taxpayer ID numbers for you, your spouse, and dependents
- Birth dates for you, your spouse, and dependents
- Income statements: Forms W-2, W-2G, 1099-R, etc.
- Interest and dividends statements from banks, brokerages, etc.
- Form 1098 from your mortgage lender
- A copy of last year’s tax return
- Bank routing and account numbers
- The amount you paid for childcare and the childcare provider’s tax identification number
- Receipts for charitable donations
Step 3: Drop Off You Documents
Choose the option that works best for you:
Option A: In-Person Drop-Off
Visit our Lansing office and drop off your documents at the service window, 24/7 drop box, or front desk.
Option B: Virtual Drop-Off
Upload your documents securely through our client portal — no visit required. Existing clients can upload through the client portal.
Step 4: Review and Sign
Once your return is ready, we’ll notify you to review and sign – either in person or electronically.
Typical turnaround: 1–3 business days (varies by complexity)
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Other Options
In-Person
Make an appointment at our office. We will prepare your return and have you out the door same day.
Online
Have your taxes filed remotely by uploading your documents from your phone, computer, or tablet.