Individual Tax Return Checklist

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INSTRUCTIONS

This checklist adapts to your answers. Please complete the questions in order.

RETURNING CLIENTS - Yes, we want you to fill out this checklist. Don't miss out on important tax deductions, credits, and savings!

UPLOADING DOCUMENTS - You will be able to upload your tax documents at the end of this checklist or directly to your client portal. If you are missing any documents, make a note at the end of the checklist so we know what documents you/we are waiting on.

SUBMIT CHECKLIST- This is primarily in Q&A format, you will need to answer all at one time, submit when complete.
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Has your address, phone number, job title, or bank account changed since 2022?
Yes
No
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Filing Status & DependentsCheck all that apply
Single or Head of Household
Married filing jointly
Married filing separately or widowed
Minor Children
Dependent Adult Children
Other Dependent
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Have you added children or other dependents during 2023?
Yes
No
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Taxpayer Name & Phone* This field is required.
First Name
Last Name
Phone Number
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Taxpayer Email* This field is required.
example@example.com
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SERVICE FEE ACKNOWLEDGEMENTBy properly completing this checklist and providing all necessary paperwork in a timely manner, additional fees should not be needed. Our automated fee calculator will pop-up upon submission of this form to provide an estimate of your final cost.
I Agree
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Spouse Name, Email, & Phoneif applicable
Name
Email
Phone
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Please provide changes to marital status, dependents, address, phone, email, or bank account for direct deposit.
Huge
Large
Normal
Small
Ok
Ok
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Are you a business owner or sole proprietor?
Yes
No
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What tax form does your business file?
Schedule C - Sole Proprietor/Freelancer - included on personal tax return.
S-Corporation - You will need to submit a Business Tax Checklist separately.
Partnership - You will need to submit a Business Tax Checklist separately.
C-Corporation - You will need to submit a Business Tax Checklist separately.
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Did you purchase a personal use Electric Plug-in or Hybrid Plug-in Vehicle - you may be eligible for up to $7,500 in tax credits?Provide bill of sale and VIN
YESNO
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Do you own rental or investment property?
Yes
No
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Is your rental property activity reported with your individual or business tax return?
Schedule E - included on personal tax return.
S-Corporation - You will need to submit a Business Tax Checklist separately..
Partnership - You will need to submit a Business Tax Checklist separately.
C-Corporation - You will need to submit a Business Tax Checklist separately.
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Real Estate Sales and Purchases in 2023Did you buy or sell real estate in 2023? Provide settlement statements for all sales and purchases. Check all that apply:
Purchased Primary Residence
Sold Primary Residence
Purchased Second Home
Sold Second Home
Purchased Investment/Rental/Business Property - Report this on your business tax checklist
Sold Investment/Rental/Business Property - Report this on your business tax checklist
None
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In 2023, on    Date   , I sold a PRIMARY RESIDENCE for $    . The address was    Street Address     Address Line 2     City     State     Zip . My original purchase price was
$ Number   . I made qualified improvements to the property totaling
$ Number   . I purchased the property on    Date    . You should also know     Notes    about the transaction (i.e. co-owned or inherited).
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Capital Gain Exclusion Rules for Primary Residence SalesIf you have a capital gain from the sale of your main home, you may qualify to exclude up to $250,000 of that gain from your income, or up to $500,000 of that gain if you file a joint return with your spouse. The property must have been your (and spouse) primary residence for two of the last five years.
Estimated Capital Gain
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In 2023, on Date    , I sold a SECOND HOME for $ . The address was    Street Address     Address Line 2     City     State     Zip . My original purchase price was
$ Number    . I made qualified improvements to the property totaling
$ Number   . I purchased the property on   Date   . You should also know     Notes    about the transaction (i.e. co-owned or inherited).
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2nd Home Capital Gains RulesIf you have a capital gain from the sale of a second home, you will only qualify for the main home exclusion if the property was your (and spouse) primary residence for two of the last five years.
Estimated Capital Gain
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SOURCES OF INCOME (scroll for full list)Read through the following list- what is needed to complete your tax return. Check off which items you will provide..
WAGES: All copies of W-2s, 1099-NEC, 1099-MISC, 1099-K, and K-1 Forms.
INTEREST AND DIVIDENDS: 1099-INT and 1099-DIV forms for Interest & Dividend Income, including foreign source interest and dividends with appropriate conversions.
INVESTMENT INCOME: 1099 Forms reporting all stock sales for 2022 as well as purchase date and cost information. (Typically reported on Form 1099-B). The Basis of Securities Sold is important so you don’t pay gains on the total amount of a sale (if not listed on Form 1099-B).
COLLEGE: 1098-T Forms reporting all tuition billed and paid, and scholarships received. Form 1099-Q for income from 529 plans, and out of pocket books and fees. 1098-E for graduates student loan interest paid.
OTHER: 1099 Forms reporting unemployment compensation, state tax refunds, and other income.
HEALTH INSURANCE: Health Insurance Forms received from Marketplace Plans. Provide Form(s) 1095-A. Failure to provide this form or notify us that you had a Marketplace Plan may result in additional tax due. Also provide documentation received from your HSA, if applicable.
RETIREMENT: Forms reporting all retirement fund and IRA withdrawals and pension or annuity income (Form 1099-R). Also, Social Security benefits received (SSA-1099).
FOREIGN INCOME: Provide Foreign Income documents and/or Foreign Taxes paid with U.S. Currency Conversions on the date of the transaction and English translations.
GAMBLING: Form(s) W-2G for Gambling Winnings. Please also provide a Win/Loss Statement for proof of Gambling Losses which may be deductible on Schedule A.
Other
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Above the Line DeductionsThese are not subject to the itemized deduction limitation rules, however, may be limited based on your income or changes to tax law.
Traditional IRA, Roth, FSA, or HSA
Student Loan Interest Paid
Educator Expenses
Alimony (Divorced pre-2020)
None
Other
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Itemized or Standard DeductionWhich will give you the larger deduction? For 2023, the Standard Deduction for Single or Separate filers is $13,850; Head of Household is $20,800; & Married Filing Joint is $27,700. Not sure? Answer the following questions and we will calculate which deduction provides you maximum tax savings.
Help me decide
I don't itemize
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1. MEDICAL EXPENSESFor 2023, Medical is limited to the amount above 7.5% of your Adjusted Gross Income. Provide the information below and we will perform the calculation for you. DO NOT include reimbursed expenses or paid by others for you. Retain supporting documents. *Notes about Medical Expenses on next screen
Taxpayer or Total
Spouse
Dependents
Prescription drugs*
Row 0, Column 0
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Health insurance premiums*
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Medicare premiums
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Long-term health care premiums
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Dental insurance premiums*
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Vision insurance premiums*
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Doctors
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Dentist
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Hospital
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Nursing care
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Medical miles driven*
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Medical travel and lodging*
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Lab and X-ray
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Glasses /contacts/supplies
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Hearing aid and supplies
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Other medical
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Prescription drugs*
Health insurance premiums*
Medicare premiums
Long-term health care premiums
Dental insurance premiums*
Vision insurance premiums*
Doctors
Dentist
Hospital
Nursing care
Medical miles driven*
Medical travel and lodging*
Lab and X-ray
Glasses /contacts/supplies
Hearing aid and supplies
Other medical
Taxpayer or Total
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Spouse
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Dependents
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Taxpayer or Total
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Spouse
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Dependents
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Taxpayer or Total
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Spouse
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Dependents
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Taxpayer or Total
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Spouse
Row 3, Column 1
Dependents
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Taxpayer or Total
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Spouse
Row 4, Column 1
Dependents
Row 4, Column 2
Taxpayer or Total
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Spouse
Row 5, Column 1
Dependents
Row 5, Column 2
Taxpayer or Total
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Spouse
Row 6, Column 1
Dependents
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Taxpayer or Total
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Spouse
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Dependents
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Taxpayer or Total
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Spouse
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Dependents
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Taxpayer or Total
Row 9, Column 0
Spouse
Row 9, Column 1
Dependents
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Taxpayer or Total
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Spouse
Row 10, Column 1
Dependents
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Taxpayer or Total
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Spouse
Row 11, Column 1
Dependents
Row 11, Column 2
Taxpayer or Total
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Spouse
Row 12, Column 1
Dependents
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Taxpayer or Total
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Spouse
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Dependents
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Taxpayer or Total
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Spouse
Row 14, Column 1
Dependents
Row 14, Column 2
Taxpayer or Total
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Spouse
Row 15, Column 1
Dependents
Row 15, Column 2
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Notes about Medical Expenses:

1. Over-the-counter drugs and vitamins are not tax deductible. Only prescription medications.

2. If your employer pays for your health, dental, or vision insurance premiums, then it is not deductible. If you pay for all or part of your premiums through a pre-tax payroll deduction; then it is not deductible. If you pay out-of-pocket for an individual policy or for part of your premium through an after-tax payroll deduction, then it is deductible.

3. For 2023, the IRS allows a medical mileage deduction of 22 cents per mile driven to obtain medical care. Provide us the number of miles driven and we will calculate the deduction for you.

4. The amount you include in medical expenses for lodging cannot be more than $50 for each night for each person. You can include lodging for ONE person traveling with the person receiving the medical care. For example, if a parent is traveling with a sick child, up to $100 per night can be included as a medical expense for lodging. Meals are not included.

5. Cosmetic medical & cosmetic dental procedures are NOT tax deductible.
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2. TAXES PAIDBeginning in 2018, deductions for all State & Local Taxes paid will be limited to a combined maximum of $10,000. Write-in the 2023 amount paid and provide backup documentation.
Amount or Note
Real estate tax - On your primary residence
Row 0, Column 0
Other property tax – Second home or other non-business property
Row 1, Column 0
Sales tax on car, boat, or other non-business major purchase
Row 2, Column 0
Other - Please Describe
Row 3, Column 0
Real estate tax - On your primary residence
Other property tax – Second home or other non-business property
Sales tax on car, boat, or other non-business major purchase
Other - Please Describe
Amount or Note
Row 0, Column 0
Amount or Note
Row 1, Column 0
Amount or Note
Row 2, Column 0
Amount or Note
Row 3, Column 0
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3. INTEREST PAIDSelect which type(s) of interest you paid in 2023. You are required to provide FORM 1098 Mortgage Interest from your lender. Please upload all applicable forms below. NOTE: You can deduct home mortgage interest on the first $750,000 ($375,000 if married filing separately) of indebtedness. However, higher limitations ($1 million for single or joint filers, $500,000 if married filing separately) apply if you are deducting mortgage interest from indebtedness incurred before December 16, 2017.
Home mortgage 1st
Home mortgage 2nd
Home equity loan
Mortgage points or certain items paid at closing
Investment interest - Provide proof from Promissory Note or Investment Bank, limitations apply.
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4. DONATIONS / CONTRIBUTIONS - Did you personally make qualified charitable contributions in 2023?Notes about Charitable Contributions... - Your donation must be to a qualified recipient. That is, a 501c3 non-profit approved by the IRS. - For cash donations over $250, upload a written acknowledgement or receipt per donation over $250. - For non-cash donations over $250, upload a receipt from the charity including a description of items donated, the Fair Market Value of the item(s), and the date of the donation. - For 2023 the IRS allows a charitable mileage deduction of 14 cents per mile driven to engage in charitable activities. Provide us the number of miles driven and we will calculate the deduction for you.
Yes, but they were under $250 and I have no additional documentation.
Yes, and I will provide receipts.
No.
I also made non-cash donations and I will provide receipts.
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Donations under $250Provide the name, amount, and date of your charitable contributions
Huge
Large
Normal
Small
Ok
Ok
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CHILD or DEPENDENT CARE INFORMATION List care facility info & amount for each child separately. FEIN or SSN is required for provider. Child & Dependent care must have occurred while taxpayer was at work. Tuition for K-12 is not deductible, however, after school care & some summer or day camps may be.
Facility Name
Facility Address
FEIN
Child's Name
Amount Paid in 2023
1
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Notes
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Notes
Facility Name
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Facility Address
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FEIN
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Child's Name
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Amount Paid in 2023
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Facility Name
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Facility Address
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FEIN
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Child's Name
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Amount Paid in 2023
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Facility Name
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Facility Address
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FEIN
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Child's Name
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Amount Paid in 2023
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Facility Name
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Facility Address
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FEIN
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Child's Name
Row 3, Column 3
Amount Paid in 2023
Row 3, Column 4
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Do you qualify for any of the following miscellaneous deductions?
MOVING EXPENSE - Beginning 2018, the moving expense deduction is only allowed for members of active duty Armed Forces.
HOME OFFICE DEDUCTION - Beginning 2018, the home office deduction is eliminated for employees. If you are a Sole Proprietor, add home office expenses for a business to the business worksheet, provided separately.
PONZI, CASUALTY, DISASTER, & THEFT LOSSES - Generally, you may deduct casualty and theft losses from Ponzi schemes and losses relating to your home, household items, and vehicles on your federal income tax return if the loss is caused by a federally declared disaster declared by the President. You may not deduct casualty and theft losses covered by insurance, unless you file a timely claim for reimbursement and you reduce the loss by the amount of any reimbursement or expected reimbursement.
GAMBLING LOSSES - You can write-off wagers and losses up to your gambling winnings. If applicable, provide win/loss statement from casinos.
None
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Please describe the details of your deduction and/or losses that affected you.
Please provide a brief summary of your loss.
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Did you make Estimated Tax Payments toward your 2023 income?You would have submitted these payments by check with Form 1040-ES, on EFTPS, or via IRS.gov
YESNO
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INCOME TAX PAYMENTSPlease write-in your 2023 Quarterly Estimated Tax Payments and upload your EFTPS, IRS.gov, or State Account Payment History.
FEDERAL AMOUNT
FEDERAL DATE
STATE AMOUNT
STATE DATE
STATE NAME
April 15th, 2023
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June 15th, 2023
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Sept 15th, 2023
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Jan 15th, 2024
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Additional
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Additional
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April 15th, 2023
June 15th, 2023
Sept 15th, 2023
Jan 15th, 2024
Additional
Additional
FEDERAL AMOUNT
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FEDERAL DATE
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STATE AMOUNT
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STATE DATE
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STATE NAME
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FEDERAL AMOUNT
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FEDERAL DATE
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STATE AMOUNT
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STATE DATE
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STATE NAME
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FEDERAL AMOUNT
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FEDERAL DATE
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STATE AMOUNT
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STATE DATE
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STATE NAME
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FEDERAL AMOUNT
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FEDERAL DATE
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STATE AMOUNT
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STATE DATE
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STATE NAME
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FEDERAL AMOUNT
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FEDERAL DATE
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STATE AMOUNT
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STATE DATE
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STATE NAME
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FEDERAL AMOUNT
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FEDERAL DATE
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STATE AMOUNT
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STATE DATE
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STATE NAME
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REMINDERUpdate us with any changes! New Address, New Phone Number, New E-mail Address. Bank Account Routing & Account Number or voided check (if needed) Events: Moving, marriage, children, divorce, college, new jobs, increase in pay, retirement, etc. Remember that the tax preparer is responsible for the forms & calculations listed on the tax return, but it is the taxpayer’s responsibility to provide back-up documentation to the IRS for all income, expenses, credits, and other items claimed on an income tax return. Timely & accurate filing is ultimately up to you. Record Keeping: Keep all tax records and backup documentation for at least 7 years. For major purchases (such as real estate or vehicle), keep paperwork with proof of purchase date and price for the life of the asset or for up to 3 years after date of sale or disposition.
Notes to your accountant
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File Uploads, or Single PDF for all DocumentsYou can skip this and upload directly to your client portal using the link provided after you click submit.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
2023 Tax Records
Cancelof
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Additional checklists needed:

After clicking submit, you will be prompted to fill out additional checklists. Your business is a {typeA261} Please submit a Business Worksheet detailing your business income and expenses for the tax year.
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Additional checklists needed:

After clicking submit, you will be prompted to fill out additional checklists. Your rental property is reported on {isYour} Please also submit a Rental Property Worksheet for each property.
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Additional checklists needed:

After clicking submit, you will be prompted to fill out additional checklists. Your business tax filing is {typeA261}
Should be Empty: