Tax Client Checklist

Examples: Full Time Student, no longer FT Student, Independent living, etc.

Street Address

Street Address Line 2

CityState

Zip Code

Please do not abbreviate

Exactly as on bank account

Verify correct option with the bank.

Include leading zeros if applicable

	Check off applicable Income
Employed (W-2)
Unemployed (1099-G)
Gig Economy (e.g.,tutoring, delivery, social media,etc.)
Self- Employed (consulting, home business, etc.)
Retirement Income (1099-R)
Social Security Income (1099-SSA)
Interest Income (1099-INT)
Dividends (1099-DIV)
Investment Income (Brokerage Statements) (1099-B)
Crypto (Virtual) Currency Transactions (1099-MISC)
Other Income, (1099-MISC) include: - State Tax Refund - Jury Duty - Gambling Winnings - Prizes Awards - Trust Income - Hobby Income
Foreign Investments Income (1099-B)
Contract work (1099-NEC)
Sale of real or tangible property (1099-S)
Partnership (K-1, K-2, K-3)
Health Savings Account (1099-SA)
Any other 1099's or Earnings statements

	Check if uploaded
Home Ownership - All 1098s & mortgage interest - Real Estate and personal property tax records - Receipts for energy-savings home improvements
Charitable Deductions receipts, letters - Cash - Non-Cash - Records of miles driven for charitable causes
Medical Expenses statements, receipts - Doctors, dentists, hospital, labs, prescriptions, etc.
Health Insurance - Form 1095-A from ACA Marketplace Exchange (healthcare.gov) - Health Savings Accounts (HSA, FSA)
Childcare Expenses - Fees paid for child or family care provider
Educational Expenses - 1098-T, 1098-E, etc. - Receipts for itemized qualified educational expenses
K- through- 12 Educator Receipts for Classroom Expenses
State, Local and Federal Taxes Paid - Not tax withheld from wages - Invoices of Vehicle Sales Tax and/or Personal Property Tax - Record of estimated quarterly Federal and State Taxes
Retirement Contributions - IRAs and other retirement contributions
Federally Declared Disaster - Receipts of expenses and repairs - Insurance or FEMA stmts

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

ENTER AS POSITIVE VALUE (No dashes i.e.,negative sign)

	Enter $ Amounts
Advertising and Promotion
Selling Commissions and Fees (Direct)
Car and Truck Expense (not incl. mileage)
Contract Labor (Independent Contractors)
Employee Benefit Programs (Other than Pension and Profit Sharing)
Operating Supplies & Incidentals
Insurance (other than Health)
Interest Expense
Legal and Professional Fees
Office Expenses
Meals & Entertainment
Parking & Tolls
Salaries & Wages
Pension and Profit Sharing Plans
Payroll Processing Fees
Rent
Repairs and Maintenance
Taxes and licenses
Travel
Utilities
Bank Charges
Cell Phone
Internet Service
Subscriptions
Continuing Education, Seminars
Dues, Membership Fees
Postage
Printing, Copying, Reproduction Costs
Research & Develop
Skills Training
Other Expenses

	Enter $ Amounts
Asset Purchases - Furniture & Fixtures
Asset Purchases - Equipment
Leasehold Improvements
Charitable contributions

	Enter Amounts
Total Home Cost (Purchase Price + Closing Costs)
Capital Improvements (Structural improvements, renovations, etc.)
- $ amount of Improvements made ONLY to Home Office.
Square Footage of Entire Home (e.g. 2000 sq ft)
- Sq Ft of Home Office ONLY (area used "Regularly and Exclusively" for business)
Mortgage Interest amount
Mortgage Insurance (PMI) amount
Real Estate Property Taxes paid
Homeowners Insurance
Rent
Renter Insurance
Repairs and maintenance
Home Utilities
Other (i.e. Security, Snow Removal, etc..)

VEHICLE & MILEAGE INFORMATION

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

LIST PROPERTIES & EIN, if applicable.

	Property Name or Description	Total Year $Amounts
Rental Income
Rental Income
Rental Income
Royalties

	Property 1Check All that Apply	Property 2Check All that Apply	Property 3Check All that Apply
Expenses Advertising
Auto & Travel
Cleaning & Maintenance
Commissions Paid
Insurance
Legal and Professional Fees
Management Fees
Mortgage Interest Paid
Other Interest
Repairs
Supplies
Taxes
Utilities
Other Rental Expenses
Cell Phone
Homeowners Association
Landscaping
Security
Other

	Property 1Check All that Apply	Property 2Check All that Apply	Property 3Check All that Apply
Appliances
Bath
Flooring
HVAC
Kitchen
Materials
Other
Other Exterior Improvements
Other Interior Improvements
Permits
Plumbing
Roof
Utility Hookups

Tax Filing Client Checklist