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  • Tax Filing Client Checklist

    **Please Do Not Submit this checklist until all tax documents, including 1099s and K-1s have been uploaded to SmartVault.**

  • Attention: We recommend previewing the checklist questions first to ensure you have the info you will need to complete it during one session. Business Owners will need Income & Expense details (or have already uploaded the details to SmartVault.) 

  • Section 1 - Taxpayer Contact Information

    Enter all information even if it is not changed from previous year.

  • Section 2 - Changes to Household Information

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  • Section 3 - Part 1: Sources of Personal Income

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  • Section 3 - Part 2: Personal Deductions

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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.

  • Attention: If you have already uploaded a (typed) list of business Income & Expense to SmartVault  - OR - used our Helpful Worksheets to tally income, expenses, mileage, etc. for upload into SmartVault, you may Skip this section.

  • Enter BUSINESS NET INCOME

    Only .Pdf format of P&L or typed lists accepted for upload to SmartVault.
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  • Section 5 - Schedule E: Rentals and Royalties

    Applies to rental real estate, royalties, partnerships, S Corps, estates and trusts

  • Attention: If you have already uploaded an official accounting of Schedule E Income & Expenses to SmartVault  - OR - wish to use our Helpful Worksheets to tally income and expenses for upload into SmartVault, you may Skip this section.

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  • ** Please submit this form AFTER all tax documents have been uploaded. However, if needed, you may submit the form now to SAVE it as is.**

    You WILL be able to Add or Change information after Submitting.
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