Tax Preparation Checklist

2021 TAX PREPARATION CHECKLIST

Please fill out completely, along with your ID and tax documents.
Please verify that you are human*
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 info@paceaccounting.com or call the front desk at (718) 898-8730.

Let's begin!
Part 1 | Contact Information
What TAX YEAR are you submitting?*
Enter the 4-digit year
NEW CLIENT Check ONLY one*

YesNo
FILING STATUS Check ONLY one

SingleMarriedMarried, filing separatelyChanged Marital StatusUnsure
Primary Taxpayer

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

MonthDay 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

MonthDay Year
Date
Email
example@example.com
Work Phone
Cell Phone
Home Phone
Preferred Contact

PrimarySpouse
Preferred Contact Method

EmailWork PhoneCell PhoneHome Phone
Does Spouse live at a separate address?

YesNo
Can you be claimed as a dependent by someone else? Check ONLY one

YesNoUnsure
Part 2 | Identification Documents

Please have PROOF OF IDENTITY and PROOF OF RESIDENCY documentation ready to submit at the end of this form as mentioned in the guide at the beginning of this form.
Part 3 | Dependents or Persons Living in Your Household
DEPENDENTS OR PERSONS LIVING IN YOUR HOUSEHOLD Check ONLY One

Same as Last YearNo 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.
Part 4 | Tax Documents, Forms, & Worksheets
Easy as 1, 2, 3!
1. Check ALL boxes that apply
2. Provide copies of required forms (in parenthesis)
3. Fill out and attach required worksheets
All worksheets can be found in the DOCUMENT & TOOLS page on the Pace Accounting website at www.paceaccounting.com/document-center
1 | INCOME & DISTRIBUTIONS Check ALL that apply

Employer (W-2)Self-Employment, Cash or Independent Contractor (1099). If yes, fill out SCHEDULE C WORKSHEETInterest (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/InterestParternships/S-Corp (K-1)Rental Income. If yes, fill out the SCHEDULE E WORKSHEET
2 | DEPENDENTS Check ALL that apply

I Don't Have DependentsAdopted ChildPaid Day/Child Care—12 & Under. If yes, fill out the SCHEDULE CDC WORKSHEETStudent Loan Interest (1098-INT)Attended College (1098-T)
3 | HOME OWNERSHIP Check ALL that apply

Do Not Own a HomeMortgage Payment (1098)Paid Property TaxesHome Energy ImprovementsInstalled Solar EnergyHeat Home with Bio FuelRent Part or All of My Home. If yes, fill out the SCHEDULE E WORKSHEETRefinanced My HomeForeclosed or Abandoned Property (1099-A)
4 | EMPLOYEE EXPENSES Check ALL that apply

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

Home Office DeductionsWork Related EducationUn-Reimbursed ExpensesUnion Dues
If yes to ANY of the above Itemized Deductions, fill out the SCHEDULE U WORKSHEET
5 | CREDITS & DEDUCTIONS Check ALL that apply

Charitable Donations. If yes, fill out the SCHEDULE A - CHARITABLE EXPENSES WORKSHEETStudent Loan Interest (1098-E)Attended College (1098-T)529 NY Plan ContributionHSA 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.
6 | REPORTABLE TRANSACTIONS Check ALL that apply

Foreign Gift/Inheritances Received529 Coverdell Distribution (1099-Q)HSA Distribution (1099-SA)Crypto Currency - Bought, sold, exchanged, and/or received virtual curreny like Bitcoin. (1099)
7 | 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
8 | HEALTH Check ALL that apply

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

Bought or Sold a HomePaid or Received AlimonySuffered Catastrophic LossGambling Winnings (W-2G)Active MilitaryLegally BlindHad Cancellation of Debt (1099-C)Paid Estimated Taxes
10 | 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.
11 | ECONOMIC IMPACT PAYMENT

Received 3RD Economic Impact Payment (EIP) due to COVID-19 in 2021. If yes, attach IRS LETTER/NOTICE 6475. This letter will be mailed starting late December 2021 through January 2022. If married, expect 2 letters.
Amount Received $
12 | ADVANCED CHILD TAX CREDIT

Received advanced Child Tax Credit (CTC) payments in 2021. If yes, attach IRS LETTER/NOTICE 6419. This letter will be mailed starting late December 2021 through January 2022. If married, expect 2 letters.
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

YesNoI would like to learn more
HOW DID YOU HEAR OF PACE ACCOUNTING? Check ALL that apply

EmailSocial MediaOnline SearchOnline MapsPrint AdPassed By The OfficeReferral
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 Priority Mail (Tracking Included, Signature Optional)—$10.00USPS First Class Mail—FREEOffice Pickup—FREE
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

CheckCashCredit CardNEW! 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 CheckBank Withdrawal/Direct DepositSame Bank Account as Last Year
If same account, verify last 4-Digits of Bank Account
Verify Account Type:

CheckingSavings
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 have questions and would like to talk to my tax 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 review my completed return—BEFORE PREPARATION BEGINS.Yes, contact me to review my documents—BEFORE FILING.
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

Cancelof
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:

2021 TAX PREPARATION CHECKLIST

Part 1 | Contact Information

Primary Taxpayer

Spouse or Partner

Part 2 | Identification Documents

Part 3 | Dependents or Persons Living in Your Household

Part 4 | Tax Documents, Forms, & Worksheets

TELL US ABOUT YOUR YEAR OR ANY UPCOMING CHANGES

TAX PREPARATION CHECKLIST - PART 3