Tax Preparation Checklist

Estimated Time to Complete:

5 - 20 minutes
BEFORE YOU BEGIN

Before starting this form, please have the following information handy:
- CONTACT INFORMATION - The home address, mobile phone, and email of the primary taxpayer and spouse is required.
- SOCIAL SECURITY NUMBER - The social security number of the primary taxpayer, spouse, and dependents is required.
- TAX DOCUMENTS - All your tax documents, forms, and worksheets.
ARE YOUR DIGITAL DOCUMENTS READY?

At the end of this form, you can attach your digital documents. We recommend having all your digital documents saved in a convenient folder on your computer or mobile device for easy attachment.

If you do not wish to attach your documents at this time, you may submit the form without documents and send your documents through your online client portal, mail, or drop them off at the office:

Please Note: Digital documents must be clear and legible.

Acceptable File Formats: pdf, doc, docx, xls, xlsx, csv, txt, zip, heic, jpg, jpeg, png. All others will be rejected.
PLEASE NOTE
- Your preparer will not prepare your return until all required documents are received.
- We prefer you submit all your documents simultaneously, using ONE METHOD—online form, client portal, mail, or drop-off.
- Submitting or resubmitting your documents multiple times or using multiple methods creates confusion, delays preparation, and may incur additional processing fees.
If you do not have all your documents ready or cannot complete sections of this form, you can click the SAVE icon below to SAVE your work at any time.
Are you a NEW CLIENT?*

No - I was a client last year.No - I didn't come last year but I've been here in the past. (Please provide a copy of your last filed return with your tax documents)Yes (Please provide a copy of your last filed return with your tax documents)
How did you hear of Pace Accounting?

EmailSocial MediaOnline SearchOnline MapsPrint AdPassed By The OfficeReferral
What is the name of the person who referred you?
What TAX YEAR are you submitting?*
Select tax year from drop down menu. You must submit a checklist for each year submitted.
What is your FILING STATUS?*

SingleHead of Household (Single Parent with Dependents)MarriedMarried, filing separately
Marital Status Change or Death of Taxpayer*

My marital status changed for the tax year.One or both of the taxpayers died DURING the tax year. (Please provide death certificates)One or both of the taxpayers died BEFORE the tax year. (Please provide death certificates)NONE OF THE ABOVE.
Name*

First NameLast Name
Social Security Number*
What is your primary occupation?
Date of Birth*

MonthDayYear
Email*
example@example.com
Work Phone Number

Area CodePhone Number
Mobile Phone Number*

Area CodePhone Number
Home Phone Number

Area CodePhone Number
Address*

Street Address

Apartment or Suite

CityState / Province

Postal / Zip Code
Do you have an IRS Identity Protection PIN number (IP PIN)?

No, I don't have an IRS Identity Protection PIN numberYes, I do have an IRS Identity Protection PIN number
IRS Identity Protection PIN number
If yes, enter your 6-digit IRS Identity Protection PIN number (IP PIN) here or include it with your tax documents.
What is the resident status of the PRIMARY taxpayer?*

US CitizenResident Alien (Green Card Holder)Other
Do you have a SPOUSE?*

YesNo
Name*

First NameLast Name
Social Security Number
What is your primary occupation?
Date of Birth

MonthDayYear
Email
example@example.com
Work Phone Number

Area CodePhone Number
Mobile Phone Number

Area CodePhone Number
Home Phone Number

Area CodePhone Number
Does the Spouse live at the same address as the Primary taxpayer?*

YesNo
Address*

Street Address

Apartment or Suite

CityState (2-letter code)

Zip CodeCountry
Does the SPOUSE have an IRS Identity Protection PIN number (IP PIN)?

No, the spouse does not have an IRS Identity Protection PIN numberYes, the spouse has an IRS Identity Protection PIN number
IRS Identity Protection PIN number
If yes, enter your 6-digit IRS Identity Protection PIN number (IP PIN) here or include it with your tax documents.
What is the resident status of the SPOUSE?*

US CitizenResident Alien (Green Card Holder)Other
Preferred Contact

Primary TaxpayerSpouseFriend, Family Member, or Power of Attorney (POA)
Preferred Contact Method

EmailCell PhoneWork PhoneHome Phone
Taxpayer Representative

Provide the following information for the person who will be the main contact on behalf of the taxpayer. Provide a copy of their Power of Attorney (POA). The taxpayer must give permission in writing if they do not have a POA.
Name*

First NameLast Name
Email*
example@example.com
Mobile Phone Number*

Area CodePhone Number
Home Phone Number

Area CodePhone Number
Relationship to Taxpayer*
Can the PRIMARY taxpayer or SPOUSE be claimed as a dependent by someone else?*

YesNoUnsure
Do you have DEPENDENTS or PERSONS living in your household?*

Yes, I have dependents (children, minors, adults) and/or persons living in my household.No, I do not have any dependents.
Do any of the following apply to your DEPENDENTS?

Adopted one or more children during the tax year.Paid for day/child care for one or more children 12 & Under. (Provide Schedule CDC Worksheet)Dependent paid student loan interest. (Provide 1098-E)Dependent attended college. (Provide 1098-T)One or more dependents has income. (Provide income source and amounts. Dependent income may affect your ability to claim them or qualify for certain deductions.)
For Children and Minor Dependents:

Please provide their PROOF OF RESIDENCE annually. This ID or document ties your dependent to your home address for the filing of the tax year. This could be a birth certificate (newborns only), medical, or school record. A copy of their Social Security Card should also be on file.

For Adult Dependents:

Please provide PROOF OF IDENTITY with your tax documents. Adult dependents do not need to reside with you. However, an ID or document that verifies their identity is required. For existing clients, you must provide new Proof of Identity if the ID we have on file has expired. A copy of their Social Security Card should also be on file.

The IRS requires proof of Residence and Identity.
Please discuss with your preparer if any dependents listed below did not live at the primary taxpayer's address for the entire year.

If this dependent has income, it may affect your ability to claim them or qualify for certain deductions. Provide the source and amount of income.

*College Student: Provide their 1098-T and any out-of-pocket costs such as books, supplies, and computer purchases, as these items may qualify for a deduction.

**Disability: To qualify as disabled, it must be a permanent disability that is verifiable. Please submit proof of disability.
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
Name

First NameLast Name
Social Security Number
Date of Birth

MonthDayYear
College Student?*

YesNo
Disabled?**

YesNo
Relationship to Taxpayer
Do you have another DEPENDENT to add?

YesNo
If you have more than eight (8) children to submit, please submit the required information for each additional child in a separate document along with your other tax documents.
HOME OWNERSHIP*

I pay rent for my primary residence.I own my primary residence.I own one or more rental properties.I bought or sold a property during the tax year.NONE OF THE ABOVE
Please enter the actual paid rent for your primary residence.*
Enter only numbers, no commas or dollar signs. Ex: 24000.00
HOME OWNERSHIP*

Mortgage Payment. (Provide 1098)Paid Property Taxes.Home Energy Improvements.Installed Solar Energy.Heat Home with Bio Fuel.Rent Part of My Home or Other Rental Property (Provide Schedule E Worksheet)Refinanced My HomeForeclosed or Abandoned Property (Provide 1099-A)Rental Income. (Please provide Schedule E Worksheet)NONE OF THE ABOVE
Do you have INCOME and/or other DISTRIBUTIONS?*

Employer. (Provide W-2)Unemployment. (Provide 1099-G)Self-Employment, Cash or Independent Contractor (1099). (Provide Schedule C Worksheet)Interest. (Provide 1099-INT)Social Security. (Provide SSA-1099)Retirement Plan Distribution. (Provide 1099-R)Retirement Plan Rollover. (Provide 1099-R)Dividends. (Provide 1099-DIV)Stock or Mutual Fund Sale. (Provide 1099-B)NONE OF THE ABOVE. I have NO income and/or other distributions.
Do you have any EMPLOYEE EXPENSES or ITEMIZED DEDUCTIONS?*

Moving Expenses (Moved at least 50 miles.)Home office deductions. (Provide Schedule U Worksheet)Work Related Education (Provide Schedule U Worksheet)Use personal vehicle for work (Provide Schedule V Worksheet)Un-reimbursed Expenses (Provide Schedule U Worksheet)NONE OF THE ABOVE. I have NO employee expenses.
Do you have CREDITS & DEDUCTIONS?*

Charitable Donations. (Provide the Schedule A - Charitable Expenses Worksheet)Student Loan Interest (Provide 1098-E)Attended College (Provide 1098-T and any out-of-pocket costs such as books, supplies, and computer purchases, as these items may qualify for a deduction.)529 NY Plan ContributionHSA Contribution (Provide 1099-SA)IRA Contribution (Cannot be an IRA from your employer)Purchased new or used electric vehicle (Provide Bill of Sale)NONE OF THE ABOVE. I have NO credits or deductions.
Do you have REPORTABLE TRANSACTIONS?*

529 Coverdell Distribution (Provide 1099-Q)HSA Distribution (Provide 1099-SA)Crypto Currency/NFT - Sold, exchanged, and/or received NFTs or virtual currency like Bitcoin. (Provide 1099-B if provided)NONE OF THE ABOVE. I have NO reportable transactions.
Do you have HEALTH EXPENSES?*

Insurance is provided by an employerInsurance is provided by the federal Health Insurance Marketplace/Exchange. (Provide 1095-A)I had Long Term Care InsuranceI have deductible Medical Expenses. Generally you must have more than $12K single/$24K married in deductible medical expenses to qualify. (Provide Schedule A - Medical and Dental Expenses Worksheet)NONE OF THE ABOVE. I/We have NO health expenses.
Should the following MISCELLANEOUS items be considered?*

Paid or Received AlimonySuffered FEMA declared disasterGambling Winnings (Provide W-2G)Active MilitaryLegally BlindHad Cancellation of Debt (Provide 1099-C)Paid Estimated TaxesFiled for an extension of time to file.NONE OF THE ABOVE. I have NO miscellaneous items to be considered.
Do you have FOREIGN income, interest, or accounts?*

I have foreign income and/or interest.I have $10K or more in foreign bank account or foreign trust. (Preparer must file an FBAR)I have an account(s) or signature authority over accounts such as bank, securities, or brokerage accounts in a foreign country.Foreign Gift/Inheritances ReceivedNONE OF THE ABOVE. I/We have NO foreign income, interest, or accounts.
Would you like to contribute to a Traditional or Roth IRA if it could lower your income tax or provide tax free growth?*

YesNoMaybe. I would like to learn more.I have alread contributed to a Traditional or Roth IRA (Provide proof. Cannot be an IRA from your employer.)
Tell us about your year or any upcoming changes.

Fill in or leave blank (1000 characters maximum) 0/1000
How would you like to receive your completed tax return?

Digitally via your Secure Client Portal (PDF)—Best and Most Secure—FREEOffice Pickup—FREEUSPS First Class or Priority Mail (Tracking Included)—$10.00
How would you like to pay Pace Accounting for Tax Preparation Services?

CheckCashCredit CardNo Fee Bank Withdrawal (Please provide bank name, routing #, and account # to your preparer)
How would you like to make your federal and state payments or receive your federal and state refunds?

Mailed CheckBank Withdrawal/Direct Deposit (Fastest)
How will you submit your tax documents?*

I will attach them to this form. (Secure)Online Client Portal (Secure) Go to www.paceaccounting.com/client-portal to submit.UPS United Parcel Service (Safe)USPS United States Postal Service (Safe)Office Drop Off (Best)Email (Unsafe - Not Recommended)FedEx (Unsafe - Not Recommended)
Source Documents: Would you like us to shred your submitted documents?

Return my original documents.Shred my original documents and send me a digital copy (PDF).
Do you have questions or comments for your preparer?
500 Character Max.
Do you need your tax preparer to contact you?*

No, only if my preparer has questions.Yes, contact me to review—BEFORE PREPARATION IS COMPLETE.Yes, contact me to review—WHEN PREPARATION IS COMPLETE.
Upload Your Documents

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REMINDER: SUBMIT THE FOLLOWING
- Social Security Card: Ensure the accountant has a copy on file for the primary taxpayer, spouse, and all dependents.
- Proof of Residence: Every year, submit proof of residence for all children and minor dependents.
- Proof of Identity: Ensure the accountant has a current, non-expired copy of a federal or state ID for the primary taxpayer, spouse, and all adult dependents.
- Tax Documents: Ensure the accountant has all forms, worksheets, tax documents, and notes. Your preparer will begin your return once all required documents are received.
Please submit ALL documents simultaneously using ONE method: Submitting your documents multiple times or methods (online, portal, mail, drop-off) creates confusion, delays preparation, and may incur additional processing fees.

If you do not have all your documents ready or cannot complete sections of this form, click the SAVE icon below to SAVE your work and complete it later.

If you are done, click SUBMIT below.
Should be Empty:

Estimated Time to Complete:

Taxpayer Representative