Last reviewed: August 29, 2026
We use a repeatable research process for guides about records, documents, exports, and software imports.
Source hierarchy
- Government and regulatory sources: for forms, deadlines, definitions, and reporting requirements.
- Official platform documentation: for menu paths, document availability, export formats, and supported integrations.
- Official software support: for import templates, limits, and error messages.
- User reports: to identify recurring problems that require additional verification.
Verification checklist
- Platform, product, and country are identified precisely.
- Desktop and mobile steps are separated when they differ.
- Tax year and publication dates are stated when relevant.
- File types, size limits, and required columns are documented.
- Official support is recommended when an account-specific decision is required.
What we do not do
We do not access reader accounts, accept uploads of tax documents, calculate personal tax liability, recover funds, or provide personalized legal, tax, financial, or investment advice.
Review cycle
High-change platform guides are prioritized for periodic review. A page may also be reviewed after a documented platform update, a reader correction, or a material change to a government form.