Tax Preparation Checklist

TAX PREPARATION CHECKLIST

Taxpayer Information

Tax Year:    Primary Phone:    Email:

Entity Type (check all that apply)

Individual / Sole Proprietor
C Corporation
S Corporation
Partnership
Trust / Estate
Limited Liability Company (LLC)
Other (describe below)

Taxpayer Identification Number (TIN)

Social Security Number (if applicable):

Employer Identification Number (if applicable):

Income Documents (check all items provided)

W-2 Wage Statements
1099-NEC / Independent Contractor
1099-MISC
1099-K (third-party network)
1099-INT (Interest)
1099-DIV (Dividends)
1099-B (Brokerage transactions)
Schedule K-1s (Partnership/S corp/Trust)
Other income documents (describe below)

Deductions & Credits (check items provided)

Mortgage interest statement (Form 1098)
Real estate / property tax records
Charitable contributions receipts
Medical expenses documentation
Retirement contributions (IRA, SEP)
Education expenses / 1098-T
Childcare provider info and EIN
Business expenses / receipts

Other Documents and Situational Items

Health insurance forms (1095-A/B/C)
Records of estimated tax payments
Sale of real estate / settlement statements
Foreign bank accounts or assets
Prior year tax return(s)
Identity Protection PIN (if issued)

Preparer Questions

Has taxpayer disposed of any business or rental property during the tax year? Yes No

Has taxpayer received any notices from tax authorities during the year? Yes No

Certification and Authorization

By signing below, the taxpayer certifies, under penalties of perjury, the following statements:

1. I have examined the information provided in this checklist and assert that the documents and representations are true, complete, and accurate to the best of my knowledge.
2. I understand that the tax preparer will rely upon the documentation and information I provide and that I am responsible for the accuracy of all information submitted for preparation of tax returns.
3. I authorize the preparer to disclose and discuss my tax information with third parties as reasonably necessary for preparation, filing, and communication regarding my tax return, including electronic filing and required attachments.
4. I certify that all taxpayer identification numbers furnished are correct and that I will notify the preparer of any changes to these numbers or to the taxpayer’s filing status prior to filing.
5. I acknowledge responsibility for retaining original supporting documents and understand that the preparer may retain copies for practice records; I further acknowledge that I may be required to provide originals to taxing authorities on request.
6. I consent to electronic delivery of the tax return and to the preparer transmitting the return to taxing authorities on my behalf, unless I have indicated otherwise in writing.

The taxpayer affirms that failure to provide complete and accurate documentation may result in tax liability, penalties, and interest for which the taxpayer is solely responsible.

Preparer Information (if applicable)

Sign Now