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  • 2020 TAX PREPARATION CHECKLIST

    Please fill out completely, along with your ID and tax documents.
  • Primary Taxpayer

    Enter their information below:
  •  /  /
    Pick a Date
  • Spouse or Partner

    Enter their information below:
  •  /  /
    Pick a Date
  • DOCUMENT UPLOADS

    This form will reference several documents and worksheets that you will need to provide, depending on your circumstances. There will be a section to upload these documents at the end of the form.

    If you do not have your documents ready for upload now then you have the following options:

    • Upload documents to your Secure Online Portal.
    • Drop the documents off at our Maspeth office.
    • Mail-in your documents.

    You can submit this form without the required documents. 

    If you need any assistance, please email info@paceaccounting.com or call the front dest at (718) 898-8730.

  • ID Requirements (You, Your Spouse/Partner, and dependents)

    Please provide a copy of your Driver's License, FRONT and BACK. If you do not have a Driver's License or State ID Card, then provide a copy of your Passport. Required annually.

    You can upload your IDs at the end of this form.

  • If any dependents listed did not live at the primary taxpayer’s address the entire year, please discuss this with your preparer. If you are a NEW CLIENT or have a NEW DEPENDENT this tax year, please provide the dependents' Social Security Card and Birth Certificate.

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  • *Disabled—To qualify as disabled, it must be a total and permanent disability that is verifiable. Please submit proof of disability.

    Proof of Residency (Your Child and Minor Dependents)—Please provide a copy of an ID or document that ties your dependent to your home address. This could be a birth certificate (newborns only), medical or school record. You must show that your child and/or minor dependents lived with you during the tax year. Required annually.

  • TAX PREPARATION CHECKLIST - PART 2

  • Easy as 1, 2, 3!

    1. Check ALL boxes that apply
    2. Provide copies of forms in parenthesis
    3. Fill out and attach required worksheets

     

    • All worksheets can be found in the DOCUMENT CENTER on the Pace Accounting website at www.paceaccounting.com/document-center
    • You can also request a copy by emailing info@paceaccounting .


  • If yes to ANY of the above Itemized Deductions, fill out the SCHEDULE U - UNREIMBURSED EMPLOYEE EXPENSE WORKSHEET in our DOCUMENT CENTER.


  • ADDITIONAL DOCUMENTS

    If you have other documents or worksheets not listed on this form that you would like to submit, please list them here. You can upload them at the end of the form.


  • TELL US ABOUT YOUR YEAR OR ANY UPCOMING CHANGES

  • TAX PREPARATION CHECKLIST - PART 3


  • Digital Options - Source docs are scanned, returned as PDFs, then shredded, unless otherwise specified.

    Mail and Pickup Options - Original documents are returned.

  • For those paying by check—you can mail or drop off your payment.

    For those paying by cash—you must drop off your payment.

    For those paying by credit card—you can pay via the Secure Client Portal, pay-by-phone, or at the front desk. 

  • DOCUMENT UPLOAD

    Now you can upload your IDs, tax documents, worksheets, and other relevant documents.

    You have two options:

    • Click BROWSE FILES to open your FILE EXPLORER and add ALL your documents. We recommend placing all your documents in a single folder for easier selection. You cannot upload folders but you can upload multiple documents.
    • DRAG & DROP files into the box below. 
  • Browse Files
    Cancel of
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    If you are unable to finish this form at this time, CLICK SAVE, and it will send a link to your email that will enable you to continue at a later time.

    If you are done, CLICK SUBMIT. 

     

    THANK YOU!

    Your tax preparer will respond soon. If you need assistance with this form please call, text, or email the front desk. Front Desk—Voice/Text: (718) 898-8730, Email: info@paceaccounting.com

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