Tax document checklist for clients
Every tax season, accountants send the same list: W-2s, 1099s, 1098, prior-year return, ID, statements, charitable receipts, childcare costs. Clients lose the email. You chase them for weeks.
A shared checklist link — with automatic polite reminders listing only what’s missing — keeps everyone aligned without awkward follow-ups.
Core personal return items
- W-2 forms from every employer
- 1099-NEC, INT, DIV, B, and other 1099s
- 1098 mortgage interest
- Prior-year tax return
- Photo ID
- Bank and brokerage statements
- Charitable contribution receipts
- Childcare costs (provider + EIN)