2020 Tax Preparation Checklist

2020 TAX PREPARATION CHECKLIST

Please fill out completely, along with your ID and tax documents.
Please verify that you are human *
NEW CLIENT Check ONLY one

Yes No
FILING STATUS Check ONLY one

Single Married Married, filing separately Changed Marital Status Unsure
Primary Taxpayer

Enter their information below:
Last Name *
First Name
SSN or ITIN *
Occupation
Date of Birth *

Month Day Year
Date
Email
example@example.com
Work Phone
Cell Phone
Home Phone
Address
Apt
City and State
Zip Code
Spouse or Partner

Enter their information below:
Last Name
First Name
SSN or ITIN
Occupation
Date of Birth

Month Day Year
Date
Email
example@example.com
Work Phone
Cell Phone
Home Phone
Same address as Primary Taxpayer?

If yes, do not enter their address below again.
Address
Apt
City and State
Zip Code
Preferred Contact

Primary Spouse
Preferred Contact Method

Email Work Phone Cell Phone Home Phone
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.
Can you be claimed as a dependent by someone else? Check ONLY one

Yes No Unsure
DEPENDENTS OR PERSONS LIVING IN YOUR HOUSEHOLD Check ONLY One

Same as Last Year No Dependents
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.

Legal Name

Relationship

Date of Birth

SSN or ITIN

College Student

Disabled*

*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 .
INCOME & DISTRIBUTIONS Check ALL that apply

Employer (W-2) Self-Employment, Cash or Independent Contractor (1099). If yes, fill out SCHEDULE C - BUSINESS INCOME & EXPENE WORKSHEET available in the Document Center. Interest (1099-Int) Social Security (SSA-1099) Retirement Plan Distribution (!099-R) Retirement Plan Rollover (1099-R) Dividends (1099-Div) Stock or Mutual Fund Sale (1099-B) Unemployment (1099-G) Foreign Income/Interest Parternships/S-Corp (K-1) Rental Income. If yes, fill out the SCHEDULE E - RENTAL INCOME & EXPENSE WORKSHEET available in the Document Center.
DEPENDENTS Check ALL that apply

I Don't Have Dependents Adopted Child Paid Day/Child Care—12 & Under. If yes, fill out the SCHEDULE CDC - CHILD & DEPENDENT CARE WORKSHEET in our Document Center Student Loan Interest (1098-INT) Attended College (1098-T)
HOME OWNERSHIP Check ALL that apply

Do Not Own a Home Mortgage Payment (1098) Paid Property Taxes Home Energy Improvements Installed Solar Energy Heat Home with Bio Fuel Rent Part or All of My Home. If yes, fill out the SCHEDULE E - RENTAL INCOME & EXPENSE WORKSHEET in our Document Center. Refinanced My Home Foreclosed or Abandoned Property (1099-A)
EMPLOYEE EXPENSES Check ALL that apply

Moving Expenses (Moved at least 50 miles.)
Itemized Deductions:

Home Office Deductions Work Related Education Un-Reimbursed Expenses Union Dues
If yes to ANY of the above Itemized Deductions, fill out the SCHEDULE U - UNREIMBURSED EMPLOYEE EXPENSE WORKSHEET in our DOCUMENT CENTER.
CREDITS & DEDUCTIONS Check ALL that apply

Charitable Donations. If yes, fill out the SCHEDULE A - MEDICAL EXPENSES & CHARITABLE CONTRIBUTIONS WORKSHEET in our DOCUMENT CENTER. Student Loan Interest (1098-E) Attended College (1098-T) 529 NY Plan Contribution HSA Contribution (1099-SA) IRA Contribution (Cannot be an IRA from your employer) Paid Rent. If yes, enter amount where indicated below.
If you paid rent, enter the annual amount.
REPORTABLE TRANSACTIONS Check ALL that apply

Foreign Gift/Inheritances Received 529 Coverdell Distribution (1099-Q) HSA Distribution Crypto Currency - Bought, sold, exchanged, and/or received virtual curreny (like Bitcoin).
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.
Document 1
Document 2
HEALTH Check ALL that apply

Insurance - By Employer Insurance - By Marketplace (1095-A) Long Term Care Insurance Medical Expenses. If yes, fill out the SCHEDULE A - MEDICAL EXPENSES & CHARITABLE CONTRIBUTIONS WORKSHEET. Generally you must have more than $12K (single, $24K married) in deductible medical expenses to qualify.
MISCELLANEOUS Check ALL that apply

Bought or Sold a Home Paid or Received Alimony Suffered Catastrophic Loss Gambling Winnings (W-2G) Active Military Legally Blind Had Cancellation of Debt (1099-C) Paid Estimated Taxes
STIMULUS CHECK & EIP PAYMENTS

Received Economic Impact Payment due to COVID-19. If yes, attach IRS LETTER NOTICE 1444. This letter would have been sent to you within a few weeks of when you received the check or direct deposit. If you do not have this letter, attach a copy of a bank statement showing the deposit amount. If you do not have the letter, provide a copy of your bank statement showing the deposit amount.
Amount Received $
SBA—PPP & EIDL LOAN PROGRAMS

Received any PPP and/or EIDL loans, grants, or advances. If yes, discuss with your preparer.
FOREIGN ACCOUNTS Check ALL that apply

Have $10K or more in foreign bank account or foreign trust. If yes, prepare must file an FBAR. Have an account(s) or signature authority over any accounts(s) such as bank, securities, or brokerage account in any foreign country.
TELL US ABOUT YOUR YEAR OR ANY UPCOMING CHANGES
To help you find as many credits and deductions as possible, tell us about anything that may affect your current or future return. For example, you are looking to buy a property; you might sell a property; are considering installing energy-efficient windows or solar; or maybe buying an electric car.
TAX PREPARATION CHECKLIST - PART 3
IRA CONTRIBUTION | Would you like to contribute to a traditional IRA if it could lower your income tax? Chose ONLY one

Yes No I would like to learn more
HOW DID YOU HEAR OF PACE ACCOUNTING? Check ALL that apply

Email Social Media Internet Search Google Maps Drove/Walked By Print Ad, Mailling, or Postcard Referral
Referral Name
HOW WOULD YOU LIKE TO RECEIVE YOUR TAX RETURN? Check ONLY one

Digitally via Secure Client Portal (PDF)—FREE Best and Most Secure! USPS First Class Mail—FREE Office Pickup—FREE USPS Priority Mail (Tracking Included, Signature Optional)—$10.00
Digital Options - Source docs are scanned, returned as PDFs, then shredded, unless otherwise specified.

Mail and Pickup Options - Original documents are returned.
HOW WOULD YOU LIKE TO PAY FOR PACE ACCOUNTING FOR TAX PREPARATION SERVICES? Check ONLY one

Check Cash Credit Card NEW! Pay-by-Refund: Added fees starting at $89.90 ($59.90 Federal + $10 per State + $20 Setup Fee). Ask your preparer for more information.
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.
HOW WOULD YOU LIKE TO MAKE PAYMENTS AND RECEIVE REFUNDS—FEDERAL AND STATE? Check ONLY one

Mail/Send Check Bank Withdrawal/Direct Deposit Same Bank Account as Last Year
If same account, verify last 4-Digits of Bank Account
Verify Account Type:

Checking Savings
ARE YOU READY TO SUBMIT ALL YOUR DOCUMENTS TO YOUR TAX PREPARER? Choose ONLY one

Yes, I am READY! ALL my required documents are attached. Please begin preparing my return.
No, I am UNSURE what documents I need to bring and would like to talk to my preparer.
Briefly explain
No, I AM MISSING some documents. (Generally, your preparer will not begin your return until all documents are received.)
Briefly explain
DO YOU WANT YOUR PREPARER TO CONTACT YOU WHEN FINISHED? Choose ONLY one

No, only if my preparer has questions. Yes, contact me to schedule a meeting to review my completed return—BEFORE ELECTRONIC FILING. Yes, contact me to schedule a meeting to review my documents—BEFORE PREPARATION BEGINS.
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

Browse Files

Cancel of
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
Should be Empty:

2020 TAX PREPARATION CHECKLIST

Primary Taxpayer

Spouse or Partner

TAX PREPARATION CHECKLIST - PART 2

TELL US ABOUT YOUR YEAR OR ANY UPCOMING CHANGES

TAX PREPARATION CHECKLIST - PART 3