2022 Individual Tax Online Organizer Checklist

2022 INDIVIDUAL TAX PREPARATION ONLINE CHECKLIST

Please Fill out completely, along with Attaching your ID and Year-End Tax Documents.
INDIVIDUAL TAX PREPARATION - ONLINE TAX ORGANIZER CLIENT ONBOARDING INTAKE, TAX INTERVIEW AND INTEGRATED SECURE DOCUMENT SHARE.

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. For Non-Working Spouse and Dependent Children provide Copy of SSN/ITIN/ATIN.
- 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/TAX NOTICE(s) - If you received the any IRS Letters or Tax Notices during the year, attach the letter.
- ANSWER QUESTIONS & PROVIDE FOR UPLOAD TAX DOCUMENTS - At the bottom this page Part Four you are to use the "Brouse Files" to include for Upload all your tax documents and forms to submit with this online Tax Organier Checklist.
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 ideally Properly Labeled.
- Acceptable File Formats: Quality scans as PDFs, Microsoft Word, and Excel documents. You may include a photo image taken from phone of ID's or Documents. It is preferred that you scan as PDF format any documents if they are not already in that format.
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.
Part 1 | Contact Information & General Questions
Yes New ClientNo Returning Client
YesNo
YesNo
YesNo
SingleMarriedMarried, filing separately (provide spouse name, SSN and DOB below if MFS is selected)Head of HouseholdQualifying Widow(er) with dependent childUnsure
YesNoNot applicable
YesNoNot applicable
YesNoNot applicable
YesNo
YesNo
Primary Taxpayer

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

MonthDayYear
Date
Occupation
Personal Email*
example@example.com
Cell Phone*
Address (include Apartment # if applicable)*
City and State*
Zip Code*
City/Township & County*
School District*
Spouse or Partner

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

MonthDayYear
Date
Occupation
Personal Email
example@example.com
Cell Phone
YesNo
Taxpayer PrimarySpouse
EmailCell Phone
YesNo
YesNo
YesNoUnsure
YesNoNot Applicable
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
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 (SSN or ATIN) and Birth Certificate.

Rows	Legal Name	Relationship	Date of Birth	SSN or ITIN	College Student	Disabled*
Dependent
Dependent
Dependent
Dependent
Dependent
Dependent

*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

Answer For All The Following that is Applicable to you.
Check ALL the boxes that apply Below

Provide Copies of required Tax Forms attach as uploaded documents.

If you are Self-Employed Schedule C Filer or are a Rental Property Sch E Filer we will provide you worksheets after submission of this form if necessary.
Employer (W-2) from Taxpayer and SpouseTip Income Not Included on W2Self-Employment, Independent Contractor, Gig-Work (Cash and or received 1099-Misc, 1099-NEC, 1099-K forms). If you are Sch C Filer we will provide you a worksheet after submission if checked or you can attach for upload this document if you already have completed it yourself. The Sch C PDF tax organizer is available on our website.Statutory Employee (complete the Sch C PDF tax organizer for upload)Interest (1099-Int)Social Security (SSA-1099)Retirement Plan Distribution (1099-R)Retirement Plan Rollover (1099-R)Dividends (1099-Div)Stock or Mutual Fund Sale (1099-B)Unemployment Compensation and or State Tax Refund (1099-G)Foreign Income/InterestParternships/S-Corp or Estate/Trust (K-1)Royalty IncomeRental Income. If yes, we will provide you SCHEDULE E worksheet after submission if checked or you can attach for upload this document if you already have completed it yourself. The Sch E PDF tax organizer is available on our website.Other
I Don't Have DependentsAdopted ChildPaid Day/Child Care Expenses— For Dependent Children 12 & Under.Student Loan Interest (1098-INT)Attended College/University (1098-T)
Do Not Own a HomeMortgage Payment (1098 Morgage Interest)Paid Real Estate Taxes of First & Second (vacation) HomeHome Energy ImprovementsInstalled Solar EnergyHeat Home with Bio FuelRent Part or All of My Home. If yes, fill out the SCHEDULE E WORKSHEET that will be provided to you after submission if checked.Refinanced My HomeForeclosed or Abandoned Property (1099-A)
Moving Expenses (Moved at least 50 miles.) and still applies available to Military for IRS Federal returnsOther
Home Office DeductionsWork Related EducationUn-Reimbursed ExpensesUnion Dues
If yes to ANY of the above Itemized Deductions, fill out the SCHEDULE U WORKSHEET - will be provided to you after submission if anything checked.
Charitable Donations. If yes, fill out the SCHEDULE A - CHARITABLE EXPENSES WORKSHEET - will be provided to you if checked after submission.Student Loan Interest (1098-E)Attended College (1098-T)529 Plan Contribution - Funded College Savings PlanHSA Contribution and Distrubutions (1099-SA)Made IRA Traditional Contribution(s) (Cannot be an IRA from your employer)Made IRA Roth Contribution(s)Teacher/Educator Made $300 Qualifying ExpensesPaid Rent. If yes, enter amount where indicated below.Other
If you paid rent, enter the annual amount.
Foreign Gift/Inheritances Received529 Coverdell Distribution (1099-Q)HSA Distribution (1099-SA)Financial Interest in Virtual Currency - Bought, sold, exchanged, and/or received virtual currency like Bitcoin. (1099)Made a Gift of Cash or Property of more than $16,000 to one person ($32,000 for Joint Married Filers)Non Deductible or Excess Undistributed IRA or ROTH Contributions and Carryovers
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
Insurance - By EmployerInsurance - By Marketplace (1095-A)Paid Long Term Care InsuranceMedical Expenses. If yes, fill out the SCHEDULE A - MEDICAL AND DENTAL EXPENSES WORKSHEET that will be supplied to you after submission if checked.
Bought or Sold or Gifted Real Estate such as a Home or Vacation Home During YearPaid or Received AlimonySuffered Casualty Loss in Presidential Declared Disaster Area During YearSuffered a Loss from Theft, Embezzlement or Ponzi SchemeGambling Winnings (W-2G)Active MilitaryLegally BlindHad Cancellation of Debt (1099-C)Paid Current Year Estimated Taxes to IRS, State(s) City/Local Paid in 2022Prior Year Refund for Federal, State(s) City/Local was Applied to 2022 YearBeen Denied EIC - Earned Income Credit By IRSBeen re-certified for the Earned Income Credit, Child Tax, American Opportunity CreditSold jewelry, gold, coins, precious metals or other collectibles during the yearDid you make any Quarterly Estimated Tax Payments to the IRS during year ?Did you make any Quarterly Estimated Tax Payments to your State during year ?Did you make any Quarterly Estimated Tax Payments to your Local during year ?Other
Have $10K or more in foreign bank account(s) or foreign trust at any time during the year? If yes, preparer must file an FBAR.Have an account(s) or signature authority over any accounts(s) that are not listed in your name or you are listed as co-owner even if the funds are not yours for any accounts such as bank, securities, or brokerage account in any foreign country.Received Inheritance from somebody in a Foreign Country.Received a Distribution from, or where the Grantor, or Transferor to, a Foreign Trust.At any time during the year held an interest in a foreign financial asset.
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 $
Received advanced Child Tax Credit (CTC) payments in 2022. If yes, attach IRS LETTER/NOTICE 6419. This letter will be mailed starting late December 2022 through January 2023. If married, expect 2 letters.
TELL US ABOUT YOUR YEAR OR ANY UPCOMING CHANGES
Do you have any concerns, questions or would you like to tell us about your current tax situation if so you can provide that written info within this box below.
Do you want to contribution to IRA or IRA Roth (if eligible)?

This is for Taxpayers that have not yet make contributions for this year yet. Note: If make election you must make your contribution by the regular filing deadline of April 15th not extension filing deadline.
YesNo
YesNo
EmailSocial MediaOnline SearchOnline MapsAdvertisementReferral
WHEN TAX PREPARATION IS COMPELTED YOUR TAX RETURNS ARE SENT TO YOUR SECURE CLIENT PORTAL. YOU DOWNLOAD THE PDF COPIES FOR YOUR RECORDS. WE E-FILE YOUR TAX RETURNS WITH THE TAX AUTHORITEIS AFTER YOU E-SIGN THEM.
Credit Card Pay Online By Invoice BillPay-By-Refund. If you are getting a Refund you can use this Tax Refund Solutions option.
For those paying by Credit Card—you can pay via the Secure Online Payment or Pay-by-phone.
Yes I’m interested in the Tax Refund AdvanceNo I am not interested
Mail/Send CheckDirect Deposit of Refunds and or Bank Withdrawal for Payment
Name of Financial Institution Bank
Routing Number
Bank Account #
CheckingSavings
Yes, I am READY! ALL my required documents are attached. Please begin preparing my return.
Yes, But 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
No, only if my tax professional preparer has questions.Yes, contact me to review my submitted documents —BEFORE PREPARATION BEGINS.Yes, contact me after I review my completed return —BEFORE FILING.
DOCUMENT UPLOAD: Important: You Must Submit To Us Your Documents:

Atttach for Upload your PROOF OF IDs, including SSN/ITIN/ATIN, PROOF OF RESIDENCY (for Children/Dependents), Year-End Tax Documents, Worksheets, and other relevant documents. New Clients MUST also upload PDF Copy of their Prior Year Tax Return (Federal, State & Local).

Here are the List of Most Common Year-End Tax Form Documents you Received to Upload to us:

W2(s) from all Employers, 1099 From Self-Empoyment & Gig Work: 1099-Misc, 1099-NEC 1099-K, 1099-Comp or 1099-INT (Interest), 1099-DIV (Dividends), 1099-B (Brokerage Sale/Transaction Activity From Stocks, Bonds, Mutual Funds, ESOP), SSA-1099 or RRB-1099 (Soc Security or Ret Railroad), 1099-R and Form 8606 From Pension, IRA, Retirement Plans/Rollowers, 1099-G (State Gov Tax Refunds or Unemp Comp), W-2G (Gambling Winnings), K-1's From S-Corp, PShips, Estate/Trusts, 1098-INT (Mortgage Interest Paid), 1099-Q (Qual Ed Paid/Distributions), 1098-E (Student Loan Interest), 1098-T (College Tuition/Scholorship), 1099-HSA (HSA Activity), 1099-S, 1099-C, 1099-A (Cancellation Debt, Forclosure or Short-Sale), 1095-A,B or C (Health Insurance Coverage).

If you Recieved any Tax Notice(s) from any Tax Authority during the year kindly upload a copy of them to us as well.

You have two options:
- Click BROWSE FILES to open your FILE EXPLORER and add ALL your documents. We recommend placing all your year-end tax 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 Attach All Files to Upload to include with submission.

Browse Files

Cancelof
YOUR ACKNOWLEDGEMENT: To the best of my knowledge the information enclosed in this client onboarding tax interview checklist is complete and accurate. I have included all income and other important sources documents necessary for the preparation of tax returns for which I have adequate records. By submitting this document the primary party that completed this form is binding the other spouse.

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 Napoli Tax Services LLC Tax Professioinal will respond soon. If you need assistance with this form please call, text, or email us. Office—Voice/Text: (215) 995-0457, Email: info@napolicpa.com
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2022 INDIVIDUAL TAX PREPARATION ONLINE CHECKLIST

Part 1 | Contact Information & General Questions

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

Do you want to contribution to IRA or IRA Roth (if eligible)?