Tax Document Collection Checklist Form — Form Fields
This finance template includes 9 fields. Ensures clients submit all required documents to their tax preparer before filing. Free to customize and use on ZenBuild.
Client Full Name (text, required)
Email Address (email, required)
Tax Year (text, required)
Income Documents Included (checkboxes, required) — options: W-2, 1099-NEC, 1099-INT, 1099-DIV, 1099-B (Investments), SSA-1099, K-1
Deduction Documents Included (checkboxes, optional) — options: Mortgage Interest (1098), Charitable Donation Receipts, Medical Expenses, Business Expenses, Student Loan Interest (1098-E)
Did you have any life changes this year? (multiple choice, required) — options: Yes, No
Are you a first-time client? (multiple choice, required) — options: Yes, No
Upload Documents (ZIP or PDF) (file upload, required)
Special Instructions for Preparer (long text, optional)
