1. Complete Intake
Start by answering tax-focused questions about filing status, dependents, income, deductions, credits, and refund delivery.
Start Intake
Secure Client Workflow
Victory Tax Group Client Portal
The client portal is the secure place to upload tax documents, review missing items, verify contact and bank information, and support the filing workflow with Victory Tax Group.
Open PortalUse The Portal For Sensitive Documents
Do not email full SSNs, IDs, bank proof, or tax documents. Upload them through the portal so your file stays organized and protected.
Upload Securely2. Upload Documents
Send your W-2s, 1099s, IDs, SSN cards, receipts, business records, and bank proof through the secure upload workflow.
3. Review And Sign
Verify return details, confirm refund delivery, complete signature authorization, and respond to any missing-item requests.
Upload Checklist
Documents that help us prepare your return faster.
The more complete your upload is, the faster your file can move through review. If you do not have every item yet, upload what you have and let the office know what is still missing.
Common Uploads
- W-2 and income forms
- 1099-NEC, 1099-K, 1099-G, 1099-R, SSA-1099
- Driver license or photo ID for taxpayer and spouse
- Social Security or ITIN documentation
- Dependent information and childcare provider details
- Receipts, mileage logs, and business records
- Bank proof for direct deposit review
- Prior-year tax return and IRS or state notices
What You Can Track
Your portal keeps the tax file moving.
Missing Items
See which documents or answers the office still needs before the return can be finalized.
Document Notes
Add notes when a form needs explanation, when a corrected form is coming, or when something is unavailable.
Refund Delivery
Help verify direct deposit or paper check preference before final approval.
Authorization
Complete required review and signature steps before the return is filed.
Portal Rules
Keep your tax file secure and easy to review.
Upload Clearly
Use clear photos or PDFs. Make sure names, EINs, wages, withholding, and totals can be read.
Do Not Email Sensitive Data
Use the portal for full SSNs, IDs, bank proof, and income documents.
Answer Quickly
When the office requests missing details, fast replies help prevent filing delays.
Review Before Signing
Confirm the return, refund delivery, and authorization documents before approval.
Need Help?
Start intake, open the portal, or contact the office.
If you are not sure what to upload, send a message and the office will guide you.