Compliance Checklist
**for internal use only-- this form is to only be used by partners of [Wilson Consulting Services] Compliance Team**
Taxpayer Information
Taxpayer Name
First Name
Last Name
Last 4 of SSN
UPLOADED DOCUMENTS
Driver's License/State ID*
Dependent's Social Security Cards*
Head of Household Verification
Income: W2/1099NEC/1099K/1099R*
1098T
W10/Daycare Statement
Signature on Return*
Dependency Relationship Test Verification
Other
TAX YEAR ( please submit an individual form for each tax year)
2023
2022
2021
2020
2019
2018
Supporting Documents
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Signed Tax Return
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COMPLIANCE DOCUMENTS MISSING - COMPLIANCE NOTES
Preparer Information
Preparer Name
*
First Name
Last Name
Preparer Email
*
example@example.com
Preparer Acknowledgements
*
I certify that, to the best of my knowledge, the information provided in this tax return and any accompanying documents is true, complete, and accurate.
I confirm that I have not prepared, altered, falsified, or manipulated any tax-related documents or information in any way that would result in incorrect tax reporting.
I recognize that I have entered into a contractual agreement with [Wilson Consulting Services], and I am bound by the terms and conditions outlined in that agreement.
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