The 2026 Tax Season
Document Checklist
Standardize your client intake. Send this list to your clients to ensure you get every form, receipt, and statement in a single batch.
📁 Income & Employment
- W-2 Forms (All employers)
- 1099-NEC / 1099-K (Contractor/Self-Employed)
- 1099-INT, DIV, B (Interest & Brokerage)
- Schedule K-1s (Partnership/S-Corp)
🏠 Real Estate & Housing
- 1098 Mortgage Interest Statement
- Property Tax Receipts
- Rental Income & Expense Records
🏥 Medical & Education
- 1095-A (Health Marketplace Statement)
- 1098-T (Tuition Statement)
- HSA/LSA Contribution Records
💸 Financial Adjustments
- Charitable Donation Receipts
- Student Loan Interest Statements
- Estimated Tax Payments (Federal & State)
Don't just email this list. Send a Portal.
Checklists are great, but managing the 40 attachments that follow is a nightmare. Turn this checklist into a PaperFlow Link and let your clients snap photos of their docs directly into organized slots.