Is Origin Tax Filing DIY or Assisted?

Origin Tax Filing is a DIY (do-it-yourself) experience for members who are eligible to file through Origin.

For the 2027 tax filing season, tax filing is available to eligible members who receive Origin through their employer. Individual Origin members will not be able to file a new tax return through Origin in 2027.

For eligible members, the DIY experience means:

• You complete your return yourself.
• The system provides guided questions and calculations.
• Expert Assistance is not included with standard filing.

Eligible filers may have the option to purchase April Tax Expert Assistance, which provides access to a credentialed Tax Pro for additional guidance.

Expert Assistance does not mean that a tax professional prepares or fully reviews your return on your behalf.

There is an option to buy-up for April Tax Expert Assistance to ask any questions you have on your return.

In the upgraded experience you will have access to a credentialed Tax Pro, who can answer questions while you complete your return. At the end of your return and before you file, you will select 2 topics you want to dive deeper into. You will have the option to join a phone call or receive guidance via email. This ensures you are 100% confident in your return before final submission!

 Learn more here. 

If you need personalized tax advice, we recommend working with a licensed tax professional outside of Origin.