Tax return checklist individual

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Dear Client,

I am pleased to inform you that we will be assisting you with your tax return this year.To ensure an accurate filing, we kindly request your tax information through this tax return checklist.

Please note that not all items on the list are applicable to everyone.

Please submit your documentation along with this checklist by April 1
to complete your tax return by April 15.

 

Personal Information:
Dependent information:
Income Documents:
Deductions and Credits:
Other Relevant Information:
Additional Information (if applicable):
Click or drag a file to this area to upload.
Click or drag a file to this area to upload.
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