Tax Documents to Review

TAX DOCUMENTS TO REVIEW

Use this form to list and certify the tax records and identifying information you are submitting for professional review. Complete all applicable fields, check each document provided, and sign the certification at the end.

Taxpayer Information

Tax Year:    Primary Contact Phone:

Entity Type

Individual / Sole Proprietor C Corporation S Corporation Partnership

Trust / Estate LLC Other:

Taxpayer Identification Number (TIN)

Provide either Social Security Number (SSN) or Employer Identification Number (EIN). Do not submit both unless both apply.

Documents Submitted for Review

Check all documents you are providing. For items marked, give brief identifying information (date, payer, year) in the adjacent field.

Form W-2 (Wage statements)   Details:

Form 1099-MISC / 1099-NEC   Details:

Forms 1099-INT / 1099-DIV   Details:

Schedule K-1   Details:

Prior Year Tax Return   Details:

Estimated Tax Payment Receipts   Details:

Business Income Records   Details:

Expense Receipts / Mileage Logs   Details:

Bank Statements   Details:

IRS Notices / Correspondence   Details:

Other Documents   Details:

Authorization to Review and Acknowledgment

I authorize the tax preparer or their authorized representatives to examine the documents listed above and to rely upon the information contained therein for the purpose of preparing tax returns, schedules, estimates or related filings. I understand that the preparer may request additional documentation if necessary to substantiate items reported. I agree to provide complete and accurate records and to retain originals for my files.

I acknowledge that the preparer will use reasonable professional judgment in reviewing records and preparing returns. The preparer is authorized to contact third parties only to the extent necessary to obtain verification of information I have provided, subject to applicable professional standards and my prior written consent where required by law.

Certification (Under Penalties of Perjury)

By signing below I certify, under penalties of perjury, to the best of my knowledge and belief, the following:

1. I have provided to the preparer all income, deduction and other information necessary for the correct preparation of the tax returns for the tax year indicated.
2. All documents and statements submitted are true, accurate, and complete. I have retained the underlying documentation and will make it available upon request.
3. I understand that the preparer may rely on the representations made in these documents and that I am responsible for the accuracy of the information furnished.
4. I consent to the preparer disclosing these documents and summaries thereof to third parties where reasonably required to complete tax preparation, to respond to tax authority inquiries, or to obtain necessary verification, provided such disclosures are limited to relevant information.

I declare that I have read and understood the statements above and that the information I have provided is true, correct and complete to the best of my knowledge.

Sign Now