Tax Checklist

TAX CHECKLIST

Client Name:

Tax Year:   Primary Phone:   Email:

Taxpayer Identification

Taxpayer Full Legal Name (as shown on return):

Entity Type:

Individual / Sole Proprietor    C Corporation    S Corporation

Partnership    Trust / Estate    LLC    Other:

Taxpayer Identification Number (TIN)

Social Security Number (if individual):

Employer Identification Number (if business):

Required Documents Checklist

For each item mark the box if provided and add notes where applicable. If item is not applicable, mark N/A.

W-2 Wage and Tax Statements    Notes:

1099-MISC / 1099-NEC    Notes:

1099-INT / 1099-DIV (interest, dividends)    Notes:

Schedule K-1 (Partnership / S-Corp / Trust)    Notes:

Form 1098 Mortgage Interest Statement    Notes:

Property Tax Statements    Notes:

Charitable Contribution Receipts    Notes:

Business Income Records (invoices, sales reports)    Notes:

Business Expense Receipts    Notes:

Asset Purchase Invoices / Depreciation Schedules    Notes:

Payroll Reports / Forms 941 / W-3    Notes:

Estimated Tax Payment Vouchers / Dates    Notes:

Prior Year Tax Return (complete copy)    Notes:

Other Items / Issues

Sale or Exchange of Real Property    Gambling Winnings    Foreign Accounts / Assets

Receipt of CARES/relief payments or credits    Identity Protection PIN issued    Received Tax Notice / Audit Correspondence

Document Delivery and Acknowledgments

Method of delivery of original documents to preparer: Mail    In person    Electronic upload

Documents retained by preparer after engagement:

Certification and Perjury Statement

Under penalties of perjury, I certify the following regarding the documents and information provided for the preparation of the tax return for the tax year specified above:

1. I have supplied all information known to me that is relevant to the preparation of the tax return, including all income (wages, interest, dividends, retirement distributions, business income, and other sources) and all deductions and credits claimed.
2. I understand that the preparer will rely on the accuracy and completeness of the information and documents I provide and that failure to disclose material facts may result in penalties or additional tax liabilities.
3. I acknowledge that I am responsible for the accuracy of the information on my tax return and for retaining documentation to substantiate items claimed on the return for the period required by law.
4. I have reviewed the completed return and authorizations prepared on my behalf and authorize the preparer to file the return as instructed; I authorize the preparer to contact third parties to the extent required to clarify items necessary for proper preparation.
5. I certify that, to the best of my knowledge and belief, the information provided is true, correct, and complete.

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