Tax Document Submission Form

Tax Document Submission

Please upload all forms or files related to the selected year. The File Upload is available at the end of this form
Your Name*

First NameLast Name
Tax Year You Are Submitting*
Please only do one tax year filing per submission
Type(s) of Tax Filing This Year (Select All That Apply)*

1040 [Personal]1040+ Schedule C [Personal & Business]1120 [C-Corp]1120S [S-Corp]1065 [Partnership]
Personal Tax Return Documents
Document Check List (Select All That Apply)*

Government Issue IDSocial Security CardW2 Employment FormIRS NoticesCopy of Previous Year TaxesSSC for ChildrenSSC for SpouseGovernment Issue ID SpouseW2-G Gambling Winnings/Losses1099-G Unemployment1095-A Health Insurance through a State MarketplaceCharitable Donation Receipts
Childcare Expenses

Daycare Expenses for a child under 13, so the taxpayer (and spouse) can work
Did you pay wages to a babysitter? (Excludes Daycare Facilities)*

YesNo
Amount Paid to Babysitter
Home Ownership
Do you OWN a home or rental property?*

YesNo
Document Checklist (Select All That Apply)

1098 Mortgage Interest Statements for ALL of your properties1099-R Rental IncomeRENTAL: Records of income and expensesRental income/deductions support such as 1099-MISCRental asset information (cost, date placed in service, etc.) for depreciationRENTAL: Record of estimated tax payments made (Form 1040ES)Supporting documentation for sale or 1099-SOther
Retirement and Other Savings
Do you have any retirement accounts or other savings accounts? (i.e. IRA, HSA, Pension, Social Security Income, Annuity, or other)*

YesNo
Document checklist (Select All That Apply)*

5498-SA HSA ContributionPension/IRA/annuity income (1099-R)Traditional IRA basis (prior-year Forms 8606 showing amounts already taxed)5498-IRA Contributions or Withdrawal401k Contributions or WithdrawalSocial Security/RRB income (SSA-1099, RRB-1099)Other
Educational
Do you or your dependent(s) attend college or higher education?*

YesNo
Document Checklist (Select All That Apply)*

1098-T Student Institution1098-E Student Loan InterestReceipts for qualified educational expensesNoneOther
Self Employed or Business Owner

You are 'Self-Employed' if you earn money on your own without an employer taking out taxes.
Are you Self-Employed or Own a Business?*

YesNo
Document Checklist (Select All That Apply)*

1099-NEC1099-MISC1099-KIncome from K-1s either as investment or as active ownerIncome records to verify amounts not reported on 1099sProfit and Loss Statements for each business if more than oneIRS Letters/NoticesPrevious Year Tax Return CopyOther
Savings, Investments and/or Dividends
Did you Sell, Trade or Buy any investments? (i.e. Stocks, Bonds, Crypto, etc.)*

YesNo
Document Checklist (Select All That Apply)*

1099-B Sale or Stock PropertyDates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)1099-S Sale or Stock Property1099-INT1099-OID1099-DIVExpenses related to your investmentsCryptocurrency/ NFT1099-Misc Royalties1099-SA/ LTC Health Savings AccountLong Term Care ReimbursementOther
Large Purchases

i.e. Cars, Boats, Motorcycles, Heavy Machinery, etc
Document Checklist (Select All That Apply)*

Invoice(s) for Large Item Purchase(s)No Large Purchase(s)
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Federally Declared Disaster

This applies to property damaged/lost by a natural disaster
Did you experience a Federally Declared Disaster?*

YesNo
Documents Required (Select All That Apply)

Records to support property losses (appraisal, clean-up costs, etc.)Records of rebuilding/repair costsInsurance reimbursements/claims to be paidFEMA assistance informationOther
City/county you lived/worked/had property in
Home value before and after, value lost items, cost to repair/replace assets
Time to Upload

Upload All Selected Document, does not need to be in any particular order
Upload All Selected Tax Related Document(s)*

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Service Engagement Disclamer
Responsibilities for Engagement with Fintechumbrella LLC for Tax Year 2023

Client Responsibility

To provide all information required for the preparation of your tax returns. This includes, but is not limited to, income statements, expense reports, and other relevant financial documents. As mandated by IRS Circular 230 and Nevada Document Preparer requirements, it is your responsibility to ensure that all provided documents are accurate and complete.

Company Responsibility

To prepare your tax returns based on the information you provide. We will perform our services in accordance with the standards set by IRS Circular 230 and applicable state laws.

Confidentiality and Privacy Policy

We will maintain the confidentiality of your information and will not disclose any information outside of our (organization or business partnerships) to third parties unless authorized by you or required by law.

Document Retention Policy

After we return your original records, we will keep copies of your records and our work papers for your engagement for 3 years, after which these documents will be destroyed.
Client Signature: I declare under the penalties of perjury that I am authorized to sign this application on behalf of the above organization and that I have examined this application, and to the best of my knowledge it is true, correct, and complete.*

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Tax Document Submission

Personal Tax Return Documents

Childcare Expenses

Home Ownership

Retirement and Other Savings

Educational

Self Employed or Business Owner

Savings, Investments and/or Dividends

Large Purchases

Federally Declared Disaster

Time to Upload

Service Engagement Disclamer