Tax Client Checklist

  • Tax Filing Client Checklist

    **WAIT! Submit this AFTER all tax documents are uploaded to SmartVault.**

  • Section 1 - Taxpayer Contact Information

    ENTER ALL INFORMATION EVEN IF NOTHING HAS CHANGED!
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Select box for any New info above
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Select box for any New info above

  • Section 2 - Changes to Household Information

  • Did Taxpayer's Marital Status change?
  • Date of change
     - -
  • Any change to Dependent status?
  • Did Taxpayer's Address Change?
  • Did Bank for Refunds Change?
  • Did you correspond with IRS or State last year?
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  • Section 3 - Part 1: Sources of Personal Income

  • Have you uploaded ALL Income documents? (W2's, 1099s, etc.)
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  • Section 3 - Part 2: Personal Deductions

  • Have you uploaded ALL DEDUCTIONS? (Statements, receipts, printouts, typed list)
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  • Section 4 - Schedule C: Self-Employed Business Income & Expenses

    Applies to a business you operated or a profession as self-employed, a sole proprietor or single-member LLC.
  • Do you operate a business as Self-employed, Sole Proprietor, Single-member LLC, or Gig Economy?

  • Attn Business Owners! Upload Business Expenses & Deductions to SmartVault. 

  • BUSINESS NET INCOME (Enter Total Year Amounts Below -or- Upload Documents to SmartVault)

    MUST BE .PDF, TYPED OR P&L REPORT
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  • VEHICLE & MILEAGE INFORMATION 

  • Section 5 - Schedule E: Rentals and Royalties

    Applies to rental real estate, royalties, partnerships, S Corps, estates and trusts
  • Do you own Rental Properties or receive any Royalties?

  • Attention Property Owners:  Upload typed reports of Rental Income & Expenses for EACH Property to SmartVault. 

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  • Still Need to Upload Info, Lists, Receipts, K1s, etc. to SmartVault? -Select YES

  • ** WAIT! Submit this form AFTER all documents have been uploaded. **

    However, you WILL be able to Add or Change information after Submitting.
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