DMV's Next-Gen Tax Office

Let's get started.

In office or 100% virtual, it all starts here. Set aside a little time for the intake, and then a Next Gen pro takes it from there.

◆ Secure online intake ◆ DMV office ◆ Virtual filing available

Before you start

Grab these first.
It'll go faster.

Missing something? Start anyway. We'll help you fill in the gaps.

Photo ID

Social Security numbers for everyone on the return

W-2s and 1099s

Bank routing and account number for direct deposit

Last year's return, if you have it

Your Next Gen intake

Your intake.

Your information is sent through a secure connection to the Next Gen intake. The team will review it and follow up.

After you hit finish

What happens next.

01 / COMPLETE

Finish your intake

Share the details the team needs in one place.

02 / REVIEW

We review and reach out

A Next Gen pro reviews your information and contacts you about the next step.

03 / FILE

We file. You get paid.

If you're due a refund, choose an available delivery method. You can also ask about a refund advance.

Refund timing is controlled by the IRS. Refund advances are separate loans and are subject to bank approval.

Quick answers

Before you
begin.

Does it cost anything to start?

No. Completing the intake does not commit you to filing. The team will discuss your preparation fee before filing your return.

Why do you need all this information?

It helps the team prepare a complete return whether you file virtually or in person, and reduces follow-up for missing details.

Is my information safe?

The intake opens over an encrypted HTTPS connection. For questions about how your documents are stored or shared, contact the office before submitting sensitive information.

Can I file without coming in?

Yes. Start with this intake and the team will guide you through the remaining virtual steps.