How do I enroll to receive paperless tax documents?

Enrolling your tax documents to be paperless will help you get access to your documents when you need them.

How to enroll for paperless tax documents in online banking 

  1. Choose Accounts from the top of the page, then select Tax documents
  2. Select Paperless preferences from the right under Document options
  3. From there you can choose to go Paperless for all accounts for or select Paperless for each eligible account listed, then select Save.

How to enroll for paperless tax documents in the U.S Bank Mobile App 

  1. Open the main menu on the top left corner of the main page.
  2. Select Statements & docs then Paperless preferences
  3. From there you can choose to Go paperless for all accounts or check the box for E-statements, paperless letters & notices for each eligible account. 
  4. Select Save then Done

More information

For joint accounts, only the account holder whose social security number is on the account can sign up for online tax documents. All account holders will be able to view the documents once enrolled.

Check out our Tax Documents FAQ page for more information.