Individual Client - Tax Document Checklist

Individual Client - Tax Document Checklist
Please see the following checklist for our year-end procedures and send us all applicable information in any of the following methods:
1. Upload to your Canopy Client Portal account - you should have received an invitation to this, let us know if you have not! This is where we provide you final products!
2. Share them with us through Google Drive (invite: ukpcpa.drive@gmail.com) or Dropbox (invite: ukpshared@ukpcpa.com),
3. Upload your files in this form under each document type, or
4. Email to ukpshared@ukpcpa.com - Subject: [YY] Tax Documents (please include the year and make sure you password protect your data!)
Note: certain items may not apply to you. However, if you miss information and we have completed the work, we have to spend extra time on your return, so please try to provide everything that applies.
If you are a new client, please enter the same basic information that you did in the "New Individual Client - General Information Form." This is to verify your identity. Thank you!
Taxpayer First Name *
Taxpayer Last Name *
Taxpayer Email address *
Please include email that you would check regularly
Spouse First name *
Spouse Last name *
Please enter the legal last name.
Spouse Email address *
This MUST be unique from the taxpayer. Please include email that you would check regularly
Checklist: Please gather and send us the documents for each of the following that apply

NEW CLIENTS only: Please provide your previous two (2) years of tax returns Form W-2s Form 1099s Unemployment forms Interest & Dividend income statements Stock reports/statements in Excel and PDF format Investment property income & expenses (rental income, mortgage expenses, insurance, utilities, etc.) Schedule K-1s (Partnership, LLC, S Corporation - Pass-through) Any other income from other sources Health Savings Account documents (Form 5498-SA and 1099-SA) Form 1095-A Mortgage interest Real estate taxes Closing documents & Lending agreement (if home or investment property purchased or refinanced) Donations College fees (1098-T) Student loan statements Section 529 plan (CHET or college savings plan for example) Official childcare statements (must show Federal ID/EIN of provider) Foreign sources of income Foreign bank and asset accounts (bank, life insurance policies, CDs, investments, Fixed Deposits, etc. - any holdings in foreign countries)
Please upload your tax documents with this link.

Cancel of
Should be Empty: