QUICK GUIDE - BEFORE YOU BEGIN
Please have the following documents ready before starting this form:
- PROOF OF IDENTITY (Primary Taxpayer & Spouse/Partner) - 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. We cannot pull your IDs from a prior year, even if not expired. Required annually by the IRS due to increased tax-related identity theft.
- PROOF OF RESIDENCY (Children 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 by the IRS.
- IRS LETTER/NOTICE 6475 - If you received the 3rd Economic Impact payment (EIP) due to COVID 19 in 2021, attach the letter. If married, expect 2 letters. The letter was mailed in Dec 2021/Jan 2022.
- IRS LETTER/NOTICE 6419 - If you received the advanced Child Tax Credit (CTC) payments in 2021, attach the letter. If married, expect 2 letters. The letter was mailed in Dec 2021/Jan 2022.
- TAX DOCUMENTS - These include all your tax documents, forms, and worksheets as indicated in Part 4.
If you are unable to attach your documents or have already sent them, then you are welcome to fill out this form to update your contact, dependent, and payment information without attaching any documents.
If you have not submitted your documents, we ask you to wait to fill out this form until you have all your documents ready.
Please Note: Digital documents must be clear and properly named.
- Acceptable File Formats: High-quality scans as PDFs, Microsoft Word, and Excel documents. You may include a photo of an ID.
- Unacceptable File Formats: Photos and images, low-res scans, faxes, and Apple/Mac formats. Photos of documents will not be accepted.
For more information visit https://www.paceaccounting.com/online-form
If you are unable to finish this form at any point, simply scroll to the bottom of the form and 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, be sure to CLICK SUBMIT at the end of the form.
For further assistance, please email firstname.lastname@example.org or call the front desk at (718) 898-8730.