Video Tutorials
Watch step-by-step video guides to learn how to use FileJoy effectively.
Getting Started
(5 videos)Welcome to FileJoy - Getting Started
A quick overview of FileJoy and how to navigate the platform.
How to Create Your FileJoy Account
Step-by-step guide to creating your account and setting up your profile.
Dashboard Tour - Understanding Your Tax Year
Learn how to navigate your dashboard and understand the tax filing process.
Setting Up Your First Tax Return
Complete walkthrough for first-time filers setting up their return.
Setting Up Your Household Profile
How to add family members and set up your household information.
Income & W-2s
(8 videos)How to Add a W-2 Form
Learn how to upload and enter your W-2 information using AI scanning or manual entry.
Adding Multiple W-2 Forms
How to handle multiple W-2s from different employers or the same employer.
Adding Self-Employment Income (Schedule C)
Complete guide to reporting self-employment income and business expenses.
Understanding and Entering 1099-NEC Forms
How to handle 1099-NEC forms from clients and contractors.
What to Do with 1099-K Forms
Understanding 1099-K forms from payment processors like PayPal and Venmo.
Reporting Investment Income
How to add dividends, capital gains, and other investment income.
Adding Rental Property Income
Complete guide to reporting rental income and expenses on Schedule E.
Other Types of Taxable Income
How to report unemployment, gambling winnings, prizes, and other income types.
Deductions
(6 videos)Standard vs. Itemized Deductions
Understanding which deduction method saves you more money.
Claiming the Home Office Deduction
Step-by-step guide to calculating and claiming your home office deduction.
Vehicle Expense Deductions
How to track and deduct business vehicle expenses using standard mileage or actual expenses.
Understanding the QBI Deduction
How the Qualified Business Income deduction works and how FileJoy calculates it.
Claiming Charitable Donations
How to properly document and claim charitable contributions.
Retirement Contribution Deductions
How to deduct IRA, 401(k), and other retirement contributions.
Filing Your Return
(4 videos)How to File Your Federal Return
Complete walkthrough of the e-filing process for your federal return.
Filing Your State Tax Return
How to file state returns and handle multi-state situations.
Tax Filing Deadlines and Extensions
Understanding important deadlines and how to file for an extension.
Filing an Amended Return
How to correct mistakes on a return you've already filed.
Documents
(5 videos)Uploading Tax Documents
How to upload documents and use our AI scanning feature.
Using AI Document Scanning
See how our AI automatically extracts information from your tax documents.
Organizing Your Tax Documents
Best practices for organizing and managing your tax documents in FileJoy.
Bulk Uploading Multiple Documents
How to upload multiple documents at once and organize them efficiently.
Uploading Previous Tax Returns
How to import information from previous years' tax returns.
Advanced Topics
(4 videos)Understanding the Calculation Audit
How to use FileJoy's calculation audit feature to see exactly how your taxes are calculated.
Calculating Quarterly Estimated Taxes
How to use FileJoy's quarterly tax calculator to avoid penalties.
Filing Multi-State Returns
How to handle tax situations when you live or work in multiple states.
Year-Round Tax Planning
How to use FileJoy throughout the year to plan and optimize your taxes.