Forms & document checklists

Client intake & due diligence

7-page organizer for household details, income and supporting records.

Fillable and printable PDF. Save a blank copy before entering your information.

Annual tax preparation checklist

A broad checklist of records to gather for the tax year.

Fillable and printable PDF. Save a blank copy before entering your information.

General tax document checklist

A concise starting point for individuals and families.

Fillable and printable PDF. Save a blank copy before entering your information.

Self-employed document checklist

Records for freelancers, contractors, gig workers and mixed W-2/business income.

Fillable and printable PDF. Save a blank copy before entering your information.

Rental property document checklist

Income, expenses, property basis and rental-use records.

Fillable and printable PDF. Save a blank copy before entering your information.

Audit Pro assistance agreement

Read the service agreement and discuss eligibility, coverage and any charges with our team before enrolling.

Fillable and printable PDF. Downloading this agreement does not activate coverage.

For our preparers and team

These blank client organizers are available for staff to use with clients. Use a fresh copy for each client and tax year.

Return completed forms only through TaxesToGo or the secure method provided by our team. Internal due-diligence and interview worksheets are provided through staff resources. Prospective tax professionals may read the blank contractor agreement below; Mason or Daisy will confirm individual terms during onboarding.

Questions? Contact our team. Downloading the blank agreement does not create an engagement or authorize access.

Individuals & families

Use this checklist while gathering your records.

Married or filing with dependents?

Gather records for both spouses and all dependents. Let our team know about changes in your household, custody arrangements, or living situation.

Contractors & business owners

Bring organized records for the tax year being prepared.

Prior-year returns or amendments

Gather the original return, corrected tax documents, and any notices. Tell our team which tax years need attention.

For every appointment

Gather identification, taxpayer identification records, all income documents, prior-year returns, deduction records, and any tax notices. Your preparer will confirm what applies to you.

In-office visit

Bring your organized records and questions. Confirm the appointment location with our team before traveling; visits are by appointment only.

Phone appointment

Have your questions ready and keep your phone available. Share requested records through the secure method provided before your scheduled discussion.

Zoom appointment

Use the confirmed meeting link, a stable internet connection, and a quiet place. Arrange for both spouses to participate when needed for a joint return.

Mobile visit

Confirm the visit address and availability with our team. Have your records ready and provide a private workspace for the appointment.

TaxesToGo / secure upload

Send clear, complete document images through the app or approved secure method. Check for questions and follow the preparer’s review and signature instructions.

Business tax preparation

Gather entity and EIN records, financial statements, payroll summaries, business statements, asset and depreciation records, and the prior business return.

Self-employed / mixed W-2 and 1099

Include all income, expense totals, mileage records, applicable home-office details, and estimated payments. Report business receipts even when no tax form was issued.