• 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!

  • Browse Files
    Drag and drop files here
    Choose a file
    Cancel of
  • Should be Empty: