Washington and Lee University Upload Instructions

Before preparing to upload documents, please take the time to read the following guidelines.
Please note Washington and Lee does not participate in College Board’s IDOC service.
Documents uploaded to IDOC will not be available to our office. Use the W&L applicant portal to
submit documents: go.wlu.edu/portal

Please contact the Office of Financial Aid if you need any additional information or assistance in
uploading your financial aid documents. Phone (540) 458-8717 or Email financialaid@wlu.edu

Parent • All pages of the tax return should be combined into one pdf. Include the 1040,
and NCP1 all schedules (1-3, A-F), and any other forms filed.
Federal • If you are not required to file a tax return, then you will need to complete and
submit the Tax Non-Filer Statement for Parent2 and upload it as a
Tax
replacement.
Return • A tax transcript is not a tax return and cannot be submitted as a replacement.
• All W-2s should be combined into one pdf. Contact the Office of Financial Aid
Parent if you have multiple W-2 pdfs.
and NCP1 • The total of all wages listed on the W-2s should equal line 1 of the 1040 form,
W-2(s) if taxes were filed.
• If you do not receive W-2 wages, please leave blank.
• Submit a complete tax return for every business listed in Schedule E Part II, if
Parent any.
and NCP1 • Include all pages of the return, Schedule K-1s, and any supporting
Business statements such as the Other Deductions Statement.
Returns • Contact the Office of Financial Aid if you have multiple businesses or are
unable to acquire returns.
• All pages of the tax return should be combined into one pdf. Include the 1040,
Student all schedules (1-3, A-F), and all other forms filed.
Federal • If you are not required to file a tax return, then you will need to complete and
Tax submit the Tax Non-Filer Statement for Student2 and upload it as a
Return replacement.
• A tax transcript is not a tax return and cannot be submitted as a replacement.
• All W-2s should be combined into one pdf. Contact the Office of Financial Aid
Student if you have multiple W-2 pdfs.
• The total of all wages listed on the W-2s should equal line 1 of the 1040 form,
W-2(s)
if taxes were filed.
• If you do not receive W-2 wages, please leave blank.

1Ifyou see Non-custodial Parent (NCP) requirements on your financial aid checklist, you must upload the tax
information of the parent(s) you live with and the tax information of the parent you did not live with as well as their
spouse’s tax information, if any. If you are unable to provide NCP documents, contact the Office of Financial Aid.

2Financial aid forms can be found here: https://www.wlu.edu/admissions/scholarships-and-aid/forms/.