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Tax checklists and organizers

This category covers the lists that define a complete client folder: tax document checklists, tax organizers, client questionnaires, due-diligence and review checklists, and PBC request lists for audit work. Posts show what belongs on each list for individual, Schedule C, rideshare, rental, partnership and S corporation clients, and how to build next year's list from last year's return. Sending the list and receiving files is covered in Collecting client documents. Start with "What Documents Do I Need From Tax Clients?", the master list the other posts build on.

  1. C Corporation Tax Checklist: Documents for the 1120

    A C corporation tax checklist for Form 1120: books, officer pay, dividends, estimated payments, carryovers and the book-to-tax items to request every year.

    October 16, 2026c corporationform 1120checklists

  2. Cryptocurrency Tax Document Checklist for Clients

    A cryptocurrency tax document checklist: exchange tax forms, full transaction histories, wallet records, cost basis and staking income to request from clients.

    October 14, 2026cryptocurrencydigital assetschecklists

  3. Expat Tax Document Checklist: Foreign Income and Accounts

    An expat tax document checklist: foreign pay records, foreign account balances, travel days, housing costs and foreign tax paid to request from clients abroad.

    October 8, 2026expatforeign incomechecklists

  4. How to Build a Client Tax Organizer Clients Finish

    How to build a client tax organizer people actually complete: which questions to keep, how to word them, how long it should run, and printable versus online.

    October 4, 2026tax organizerclient questionnairetax season

  5. IRS Audit Checklist: Records to Gather for a Client

    An IRS audit checklist for firms: read the notice, list each examined item, gather the records behind it and prepare the client before the examiner asks.

    September 13, 2026irs auditrecordschecklists

  6. Household Employee Tax Checklist for Nanny Employers

    A household employee tax checklist for clients who pay a nanny or caregiver: wage records, the W-4 and I-9, state filings and the W-2 the family must issue.

    September 8, 2026household employeespayrollchecklists

  7. What Documents Do I Need From Tax Clients?

    The documents you need from tax clients, grouped by income, deductions, credits and identity, with the issuer and the month each form usually arrives.

    August 22, 2026tax documentscheckliststax season

  8. Tax Season Checklist for CPAs: Lists to Fix First

    A tax season checklist for CPAs covering the lists to fix before January: checklists, organizers, engagement letters, due-diligence forms and request templates.

    August 6, 2026tax seasonpreseasoncpa firms

  9. How to Build a Tax Checklist From Last Year's Return

    Build each client's tax checklist from last year's return: read it line by line, turn every form and schedule into an expected document, and flag the changes.

    July 13, 2026checklistsprior-year returntax season

  10. Year-End Bookkeeping Checklist for Clients

    A year-end bookkeeping checklist for clients to finish before the tax return: reconciled accounts, receivables, payables, inventory counts and vendor details.

    July 9, 2026year-endbookkeeping1099 filing

  11. Schedule C Checklist: Documents for Sole Proprietors

    A Schedule C checklist for sole proprietors: income forms, expense records by line, home office and vehicle details, and estimated payments to request.

    May 30, 2026schedule csole proprietorschecklists

  12. Tax Document Checklist: Every Form by Client Type

    A client-ready tax document checklist with versions for W-2 earners, retirees, landlords and the self-employed, plus how to lay it out so clients finish it.

    May 28, 2026checkliststax documentsclient communication

  13. Small Business Tax Prep Checklist for Accountants

    A small business tax prep checklist for accountants: books, bank and card statements, payroll filings, 1099s issued, fixed assets and owner details for LLCs.

    May 3, 2026small businesschecklistsllc

  14. Estate and Trust Tax Organizer for Form 1041

    An estate and trust tax organizer for Form 1041: the trust document, EIN, date-of-death values, income forms, fiduciary expenses and beneficiary distributions.

    April 22, 2026form 1041estatestrustschecklists

  15. Rental Property Tax Organizer: Documents per Unit

    A rental property tax organizer that collects rents, expenses, mortgage interest, property tax and depreciation basis for each unit a client owns, unit by unit.

    April 17, 2026rental propertylandlordsschedule e

  16. Rideshare Tax Organizer: What Drivers Should Send

    A rideshare tax organizer for drivers: platform tax summaries, 1099 forms, mileage logs, phone and car costs, and the questions to ask every driver client.

    March 4, 2026ridesharegig workmileage

  17. Real Estate Agent Tax Checklist: Commissions to Costs

    A real estate agent tax checklist: brokerage 1099s, commission splits, desk and MLS fees, licensing, marketing, mileage for showings and client gift records.

    February 17, 2026real estate agentsschedule cchecklists

  18. Form 8867 Due Diligence Checklist for Preparers

    What the Form 8867 due diligence checklist requires of paid preparers for EITC, CTC, AOTC and head of household, and which records to keep from each client.

    February 11, 2026form 8867due diligenceeitcpreparers

  19. Hair Stylist Tax Deduction Checklist for Preparers

    A hair stylist tax deduction checklist: booth rent, tools, products, licenses, education and tips, with the record that proves each deduction for a stylist.

    January 23, 2026hair stylistsschedule cdeductions

  20. A Client Onboarding Checklist Accounting Firms Reuse

    A client onboarding checklist accounting firms can reuse for each new tax client: engagement, identity, prior returns, transcripts and the first request.

    January 13, 2026onboardingnew clientschecklists

  21. Tax Preparation Checklist Before Data Entry Starts

    A tax preparation checklist for the preparer: what to confirm about identity, prior-year carryovers, payments and refund details before entering a single form.

    October 2, 2025checkliststax preparationworkflow

  22. PBC Request List: What Auditors Ask Clients For

    What a PBC request list is, the items auditors ask clients to provide by audit area, and an example layout with owners, due dates and status for each request.

    September 18, 2025auditpbc listengagements

  23. Tax Organizer Software: What to Look For

    The features that matter when a firm evaluates tax organizer software: prior-year rollover, conditional questions, file attachments and status tracking.

    August 15, 2025tax organizersoftwareevaluation

  24. PBC List Software: What to Look For in Audit Tools

    What to compare in PBC list software for audit and review work: request templates, item status, file matching, reminders and how the list rolls forward.

    July 11, 2025auditpbc listsoftware

  25. Tax Organizer vs Checklist: Which to Send Clients

    Tax organizer vs checklist: what each one asks of the client, which client types suit each, and when a firm should send both or only one of them.

    July 9, 2025tax organizerchecklistsclient requests

  26. Tax Return Review Checklist Before You Sign

    A tax return review checklist for the reviewer: tie every source document to the return, compare with last year, and test the items that most often go wrong.

    July 8, 2025reviewtax seasonquality control

  27. What Is a Tax Organizer and Do Clients Fill It In?

    What a tax organizer is, the sections a standard one contains, why so many clients leave it half done, and what firms can do to get more of it back.

    June 16, 2025tax organizerclient communicationtax season

  28. S Corp Checklist: Year-End Documents for the 1120-S

    An S corp checklist for year-end: books, officer payroll, distributions, shareholder basis records and loans, plus what changes for a partnership return.

    May 29, 2025s corporationform 1120-syear-end