Client Checklist - Individual Tax Preparation
Taxpayer's Name
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First Name
Last Name
Cell Phone Number
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Please enter a valid cell phone number.
Email Address
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@gci email is not compatible
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Did your address change from last year?
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Yes
No
If yes, please provide new address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Did you receive an Identity Protection PIN (IP PIN) from the IRS? If yes, please provide the letter you received via Onvio.
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Yes
No
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Did you acquire a new or additional interest in a business?
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Yes
No
If yes, please explain.
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Did you sell, exchange, or purchase any real estate?
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Yes
No
Other
If yes, please explain
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Did you refinance any residence? If yes, please upload loan refinance statements to Onvio.
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Yes
No
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Did you sell an existing business, rental, or other property?
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Yes
No
If yes, please explain.
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Do you expect a big change in income or deductions next year?
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Yes
No
If yes, please explain.
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At any time during 2025, did you :(a) Receive (as a reward, award or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?
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Yes
No
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If you have a rental property, did you operate your rental as a business?
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Yes
No
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Did your entire household receive the Alaska PFD?
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Yes
No
If no, please explain.
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Did you receive tips in 2025 in a job where tips are customary? For example, food service, hospitality, salons or transportation.
Yes
No
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Did you receive overtime pay required under federal overtime rules for working more than 40 hours in a work week?
Yes
No
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Did you make any contributions to an IRA or Roth outside of an employer-sponsored plan?
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Yes
No
If yes, please explain.
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Are you over age 70.5 and giving charitable contributions directly from your IRA?
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Yes
No
If yes, please explain.
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(For returns filed after April 15) Did you make an extension payment?
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Yes
No
Not Applicable
If Yes, please list amount.
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Did you make estimated tax payments for 2025?
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Yes, I know the amounts.
No
Yes, but I dont have amounts handy and I will provide exact amounts as soon as I am able.
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Please enter the amounts and dates of any estimated payments you may have made.
Payment One
Date
-
Month
-
Day
Year
Date
Payment Two
Date
-
Month
-
Day
Year
Date
Payment Three
Date
-
Month
-
Day
Year
Date
Payment Four
Date
-
Month
-
Day
Year
Date
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Did you enroll for Marketplace Coverage through healthcare.gov under the Affordable Care Act? If yes, you must provide Form 1095-A; please upload to Onvio.
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Yes
No
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Did you make any contributions to a Health savings account (HSA)? If yes, please upload Form 5498-SA to Onvio; issued by banks May 31.
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Yes
No
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Did you receive any distributions from a Health savings account (HSA)? If yes, please upload Form 1099-SA to Onvio.
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Yes
No
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Were all distributions from HSA used for qualifying medical expenses?
Yes
No
If no, please explain.
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Do you have a High Deductible Health Insurance Plan? High Deductible plans for 2025 are $1650 for Self-Only Insurance or $3300 for Family Insurance.
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Yes
No
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Did you make gifts of more than $18,000 to any individual?
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Yes
No
If yes, please explain
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Did you purchase a new U.S assembled Vehicle in 2025 for personal use and financed with an auto loan? If yes, please provide vehicle statement from the dealer via Onvio.
Yes
No
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Did you make energy efficient improvements to your home?
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Yes
No
If yes, please explain
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Did you receive a distribution or were you a grantor for a foreign trust?
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Yes
No
If yes, please explain
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Did you have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account, located in a foreign country?
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Yes
No
If yes, please explain
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Do you have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity (not held in a US brokerage such as Charles Schwab)?
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Yes
No
If yes, please explain
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Did you receive correspondence from the IRS?
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Yes
No
If yes, please explain.
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Do you expect to file any state tax returns?
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Yes
No
If yes, please list below.
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Are you expecting a refund ?
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Yes
No
I Don't Know
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If you are due a refund, how would you like it?
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Direct Deposit
Paper Check
Apply to Next Year
I'm not sure
Please provide bank account information for direct deposit of refund. Bank Name? Type NA if you want a paper check only
*
Routing number? Type NA if you want a paper check only
*
Account Number? Type NA if you want a paper check only
*
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Are you claiming any dependents?
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Yes
No
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Do you have an eligible child under 18 and want to open a new tax-deferred investment account called a "trump Account" that will be available in July 2026?
Yes
No
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If you initiate a Trump Account for any eligible child born in 2025, a contribution pilot program provides a $1'000 contribution. Do you wish to receive the contribution?
Yes
No
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Were there any changes in dependents from the prior year?
Yes
No
If yes, please explain.
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Did you provide over half the support for any other person(s) other than your dependent children during the year?
Yes
No
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Did you pay for childcare while you worked, looked for work, or while a full-time student?
Yes
No
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Is there any other person(s) who lived with you more than half the year but not claimed by you last year?
Yes
No
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If you are divorced or separated with child(ren), do you have a divorce decree or separation agreement which establishes custodial responsibilities?
Yes
No
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Child Name
First Name
Last Name
Date of birth
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Month
-
Day
Year
Date
How many months during the year did the child live with you?
Do you have evidence this child lived in your home?
Yes
No
Is this child a full-time student?
Yes
No
Can anyone else claim this child as a dependent?
Yes
No
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Add Dependent?
Yes
No
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Child Name
First Name
Last Name
Date of birth
-
Month
-
Day
Year
Date
How many months during the year did the child live with you?
Do you have evidence this child lived in your home?
Yes
No
Is this child a full-time student?
Yes
No
Can anyone else claim this child as a dependent?
Yes
No
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Add Dependent?
Yes
No
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Child Name
First Name
Last Name
Date of birth
-
Month
-
Day
Year
Date
How many months during the year did the child live with you?
Do you have evidence this child lived in your home?
Yes
No
Is this child a full-time student?
Yes
No
Can anyone else claim this child as a dependent?
Yes
No
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Please add any notes or concerns you would like to share with Kort.
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Submit
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