What is my "OIL"? And Where Can I Find What Documents are Missing for My Tax Return?

Your OIL (Open Items List) is the list of documents and items we need you to provide in order for us to complete your tax return

When your OIL (Open items list) is ready, it is available for your review in your Formations Account, in two small steps:

1.View your OIL
Log into your account, and click on the Tax Return progress tracker to view your OIL. When the tracker shows "Action Needed" it means you have an Open Items List to manage:

2. Manage your OIL
To learn how to manage your OIL on the Formations Account read the following article.