Tax Client Submission Form

Please enter a valid phone number.Format: (000) 000-0000.

Required to ensure the identify of individual submitting documents or requests.

Please provide the additional documents you wish to send your tax preparer.

Please enter a valid phone number.Format: (000) 000-0000.

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Rows	Legal Name (First & Last)	SSN or TIN	DOB	Address
Owner 1
Owner 2
Owner 3
Owner 4
Owner 5
Owner 6
Owner 7
Owner 8
Owner 9
Owner 10

Rows	Email	Ownership Percentage	Total Cash Contributed in Tax Year	Total Cash Distributions in Tax Year
Owner 1
Owner 2
Owner 3
Owner 4
Owner 5
Owner 6
Owner 7
Owner 8
Owner 9
Owner 10

Here's a template to help you stay organized! You can download and complete our fillable PDF income and expense tracker template, then upload it here. Use the link below to download our template:

Business Expense Tracker Template

If you have 2 years of financial statements available please upload them.

Rows	Legal Name (First & Last)	SSN or TIN	DOB	Occupation	Identity Protection Pin
Taxpayer
Spouse

Rows	Telephone #	E-mail Address	Status
Taxpayer
Spouse

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Rows	IRS Amount Paid	IRS Date Paid	State Amount Paid	State Date Paid
Q1 Payment
Q2 Payment
Q3 Payment
Q4 Payment

Required to ensure the identify of individual submitting documents or requests.

For new clients we reccomend providing the last 2-3 tax returns filed if available.

Rows	Taxpayer	Spouse	Dependents
W2s (Employer
1099 INT (Bank / Brokerage)
1099 DIV (Bank / Brokerage)
1099 B (Bank / Brokerage)
1099 NEC
1099 MISC
1099 K (Payment platform)
1099 G (Unemployment)
K1s (Partnership & S Corp)
1099-R (Retirement plan)
Other

Rows	Name	SSN	DOB	Months at Home	Status	Identity Protection Pin
1
2
3
4
5
6

Rows	Provider Name	Provider Tax ID	Amount Paid	Type of Care	Did you use this provider to work or look for work?	Amount Was Paid with Dependent Care FSA
Provider 1
Provider 2
Provider 3
Provider 4

For child tax credit & other dependent credits, examples of supporting documents for those credits can be found here: https://www.irs.gov/pub/irs-pdf/f14815.pdf

Rows	Business Name	SSN or EIN	Total Income	Total Expenses	Final Year (Ending Biz)
Business Activity 1
Business Activity 2
Business Activity 3

Rows	Car #1	Car #2	Car #3
Year, Make, & Model of your Vehicle
Number of Miles Driven for Business
Date vehicle placed into service for the business
Do you have written evidence to support your mileage (log, MileIQ, app, etc.)?
Used for self employment or rental property?

Rows	Home #1	Home #2	Home #3
Square footage of home office
Square footage of entire home
Total rent for entire home (If mortgage upload 1098)
Total utilities for entire home
Total repairs for entire home
Total home or renters insurance

We love sharing templates to help you stay organized! You can download and complete our fillable PDF income and expense tracker template, then upload it here. Use the link below to download our template:

Income & Expense Tracker Template

Rental Property Tracker Template

If individual recepits are provided we will need to charge a fee for bookkeeping services on your final bill.

Rows	Applicable?	Amount (or upload below)
Amounts paid out of pocket (NOT with HSA) for healthcare (doctors, hospitals, lasik, eye care + glasses/contacts, acupuncture, chiropractors, dentists, birth control, fertility, breast pumps, pregnancy tests, alcoholism + drug addiction treatments, prostheses, bandages, hearing aids, learning disabilities, conferences, nursing homes, psychologists, tutoring for children with special needs, sterilization, smoking cessation, hard-of-hearing telephones and televisions, and more. see IRS pub. 502.
Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
Amounts of miles driven for medical purposes
Form 5498-SA showing HSA contributions
HSA contributions made outside of your employer (often after year-end but before tax deadline)
Self-Employed Health Insurance: Amount paid out of pocket for premiums (if you did not qualify for coverage through your employer or your spouses employer, and excludes Christian Health-sharing ministries, which do not count as health insurance)
Insurance premiums paid out of pocket (amount not covered by your employer)
Cost of medical travel (lodging and meals)

Rows	Applicable?	Amount (or upload below)
Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you received
Form 1098-E if you paid student loan interest
Receipts for classroom expenses (for educators in grades K-12)
Form 1099-Q 529 Savings Account Distributions
529 Account Contributions (Deductible in Some States)

Rows	Applicable?	Amount (or upload below)
Cash amounts donated to houses of worship, schools, other qualified charitable organizations
Records of non-cash charitable donations (Thrift Store donations, car donations, etc.)
Amounts of miles driven for charitable purposes
Appreciated stock donation (DAF)

If you uploaded it to another question already no need to share it again. But in case you received something and you weren't sure where to put it you can upload it here.

Rows	Legal Name (First & Last)	SSN or TIN	DOB	Occupation
Taxpayer
Spouse

Rows	Telephone #	E-mail Address	Status
Taxpayer
Spouse

Please enter a valid phone number.Format: (000) 000-0000.

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Rows	Legal Name (First & Last)	SSN or TIN	DOB	Address
Owner 1

Should be 9 numerical digits

If you don't wish to make a payment enter 0

If you wish to make payments to multiple states list each state and the amount to be paid. E.g. NY - $XXX

Cannot be after return due date.

Extension Filing Fee

FAME filing fee for tax extension

$50.00 Quantity

Subtotal

Tax

Total

Payment Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

Tax Document Submission Portal

Welcome Back!

Let's get started!

Let's get started!

Let's Customize Your Experience

Dependent Information

Self Employment, Side Gigs & Rentals

Final Stretch

Extension Filing Fee

Acknowledgement