Client Resources
Prepare for your tax engagement before the first document request.
These checklists provide a practical starting point. Your final document list depends on your facts, tax year, entity type, and filing situation.
Individuals
Individual Tax Checklist
- W-2s and applicable 1099 forms
- Prior-year federal and state returns
- Dependent information and family changes
- 1095-A, 1098, childcare, and education records
- Investment, rental, and self-employment records if applicable
Businesses
Business Tax Checklist
- Current-year P&L and balance sheet
- Prior-year business return
- Payroll and owner compensation records
- Ownership, distributions, and contribution details
- Fixed asset purchases and disposals
Notices
Tax Notice Checklist
- Every page of the agency notice
- Tax year involved
- Response deadline
- Related prior return
- Records directly related to the issue raised