2023 MINI TAX CHECKLIST

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This checklist is designed to assist you in gathering the information required for preparation your tax return. Please complete all applicable sections. Also, please provide details and documentation as requested your Sharefile account.

If you have any questions or concerns while filling out this checklist please give our office a call at 281-469-6600

(Sometimes your email will auto populate based off of what google account you are signed in to, if this happens and you would like to change your email simply click and highlight the incorrect email and type the correct one)

Email *

CLIENT NAME *

Did you have any change in personal information - phone, email, address? *

YES

Did you have any change in dependents, marital status, or death in the family? *

YES

Do you have any foreign assets greater than $10,000?

If YES please upload the documentation to Sharefile *

YES

At any time during 2023, did you: (a) receive (as a reward, award or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?

If YES please upload the documentation to Sharefile *

YES

Did you pay 2023 estimated tax payments?

If YES please upload the documentation to Sharefile *

YES

Any unusual or new sources of income (unemployment?)

If YES please upload the documentation to Sharefile *

YES

If you purchased or sold any real property, are closing statements included?

If YES please upload the documentation to Sharefile *

YES

Do you own any interest in a partnership/S Corp?
If YES upload the K-1s to your Sharefile account? *

YES

As part of our ongoing efforts to ensure compliance with regulatory requirements, we'd like to inquire about the new BOI (Business Operation Information) reporting in regards to LLCs.

Would you prefer to file the report yourself, or would you like our tax firm to handle the filing on your behalf?
*

Did you purchase energy saving home improvement or electric car/motorcycle?

If YES please upload documentation to Sharefile *

YES

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