Client Tax Preparation Checklist

All documents & information must pertain to prior calendar year

Have you had any of the following changes in the past year -
if so, please provide CURRENT information below
Client Name(s):

Marital Status: Date Moved:

Address
(if changed from last tax year):
Tax Return Delivery Preference:
Hard Copy: Pick-Up Hard Copy: Mail Email
(Circle ALL that apply)

Primary Email or Phone Number:

Driver's License:
Name ____________________ State: ______________________ License Number: ___________________________

Issue Date: __________________ Expiration Date: ____________________________

Driver's License:
Name ____________________ State: ______________________ License Number: ___________________________

Issue Date: __________________ Expiration Date: ___________________________

Bank Account for
refund/balance due: Routing #: ____________________ Account #: ________________________________
IF Refund: Paper Check Direct Deposit
Method of Return Results:
(Circle ONE in each Scenerio)
IF Balance Due: Paper Check Electronic Payment on Date: ____________

NEW
Dependent for this tax year: Full Name (as appears on Social Security Card): ________________________________________

Social Security #: __________________ Date of Birth: ______________________________

Relationship to Taxpayers: _______________________________________________________

Common Documents (includes, but are not limited to):

W-2s Wages from Employment
1099-INT Interest Earned
1099-DIV Dividends Earned
K-1 Income from Business Owned
1098-T Tuition Statement from College
1098-E Student Loan Interest Paid
1098 Mortgage Interest Paid
1095-A, B, C Health Insurance Record
1099-G State / Local Tax Refund / Unemployment Payments / Gambling Winnings
1099 Combined Year-End Tax Reporting Brokerage Statement
1099-R 401(k), Pension &/or IRA income - Include Account Summary for the Year
1099-SSA Social Security Income
1099-SA Health Savings Account Distributions
1099-MISC Miscellaneous Income
1099-B Stock Sales
Miscellaneous (includes, but are not limited to):
Mortgage Interest
Property Tax Payments
Charitable Contributions Must provide letter from charity if $250 or more
Medical / Dental Expenses Summary by Category Only
Estimated Tax Payments Federal / State / Local
Child Care Payments Name / Address / Tax ID Number or SSN

Business Information (if not in QuickBooks) (Includes, but are not limited to):
Record Keeping Method: ________________________________________________________
Income Received
Interest Payments or Receipts
Insurance Payments
Repairs / Maintenance
Equipment Purchases
Travel
Tax Payments: City Net Profit Income, CAT, Payroll, Sales Tax
Auto Mileage
Utilities: Gas, Water & Sewer, Electric, Trash, Phone
Rent
Wages
Dues & Subscriptions
Postage
Advertising
Purchases Cost of Goods Sold
Professional Fees
Outside Services/Contractors
Supplies
Meals

Rental Information (broken out by rental property) (includes, but are not limited to):
Income Received
Mortgage Interest Payments
Insurance Payments
Repairs / Maintenance
Cleaning
Property Tax Payments
Auto Mileage
Utilities Gas, Water & Sewer, Electric, Trash

Home Office Information (Includes, but are not limited to):

Square Footage of Office
Square Footage of Home
Rent If Home is Rented
Mortgage Interest If Home is Owned
Property Taxes Paid If Home is Owned
Repairs / Maintenance
Utilities: Gas, Water, Electric, Trash, Phone

ADDITIONAL NOTES:
(please list any documents YOU ARE AWARE are missing with your intial submission)