New client intake with scope of service, annual tax organizer, document request checklist with upload slots, engagement letter with e-file authorization, and year-end review signoff for small CPA firms and tax preparers
Get started with PocperPlease upload every document that applies. If an item does not apply to you, leave the upload slot empty and tick "Not applicable". We cannot begin your return until the required items are complete. Upload PDFs or clear photos — each file must be legible and show the full page.
Government-issued photo ID for taxpayer (and spouse if MFJ):
Social Security / ITIN cards for taxpayer, spouse, and all dependents:
Prior-year federal and state tax returns (full PDF, including schedules):
IRS Identity Protection PIN letter (CP01A), if you were issued one:
All W-2 wage & tax statements:
Not applicable
1099-NEC / 1099-MISC (self-employment, freelance, rent paid to you):
Not applicable
1099-INT (interest) and 1099-DIV (dividends) from all accounts:
Not applicable
1099-B consolidated brokerage statements (with cost basis):
Not applicable
1099-R (IRA, pension, 401(k) distributions):
Not applicable
SSA-1099 (Social Security benefits):
Not applicable
Schedule K-1 (partnership / S-corp / trust):
Not applicable
1099-G (unemployment, state tax refund received):
Not applicable
Cryptocurrency exchange annual report / 1099-DA:
Not applicable
Profit & loss statement (P&L) for the year:
Balance sheet as of year-end:
Bank statements for all business accounts (12 months):
Credit card statements used for business:
Receipts for major equipment purchases (over USD 2,500):
Mileage log or vehicle business-use records:
Payroll reports (941, W-3, state UI) and W-2s issued to employees:
Form 1098 — mortgage interest statement:
Property tax bills / payment receipts:
Charitable donation receipts (cash and non-cash) and Form 8283 if over USD 500:
Medical expense receipts (if you itemize):
Form 1098-T (tuition) and 1098-E (student loan interest):
Childcare provider statement (name, address, EIN/SSN, amount paid):
Form 1095-A (Health Insurance Marketplace):
HSA / FSA year-end statements (Form 5498-SA, 1099-SA):
IRA / retirement contribution confirmations:
Proof of quarterly estimated tax payments (EFTPS confirmations or cancelled checks):
Any IRS or state notice received this year (CP2000, CP14, etc.):
Notes about what you uploaded or items still outstanding:
I confirm I have uploaded every document requested above that applies to me.
Submitted by:
Date:
The Document Request & Upload Checklist template is a ready-to-use form from Pocper's Accounting & Tax Services pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.