Tax Checklists &

Document Uploads

Preparing your tax return is faster and easier when you know exactly what to gather. Use the checklists below to organize your documents before uploading them through your secure client portal.

You can click the links to download printable PDF versions or reference the lists directly on this page.

Individual Tax Checklist

Download Printable PDF

Please gather and upload the following documents through your secure client portal:

Personal & Income Items

  • W-2s and any 1099s (NEC, DIV, INT, SSA, R, or K-1)
  • Prior-year tax return (if we didn’t prepare it)
  • Any IRS or state tax notices received
  • Bank account info for refund or payment.

Deductions & Credits

  • Mortgage interest (Form 1098) and property tax statements
  • Charitable contribution summaries
  • Education expenses (Form 1098-T) or student loan interest (Form 1098-E)
  • Retirement contributions (IRA, HSA, etc.)

Schedule C / Schedule E / SMLLC (Self-Employed, Rental, or Single-Member LLC)

  • Profit & Loss statement for the tax year
  • 12/31 bank statements for business accounts
  • January current-year credit card statements
  • Year-end loan documents or balances
  • List of any asset purchases during the year
  • Inventory totals at year-end (if applicable)
  • Business use of home calculation (sq. ft. home vs. office area, utilities, etc.)

Upload only summaries or statements. Please do not send individual receipts.

**QuickBooks Online users may add us as an Accountant user
using the credentials: Grant Silva Grant@premiertaxres.com

If you don’t have traditional bookkeeping software, I’ve created an Income & Expense Workbook that can be found HERE

Other

  • Estimated tax payment records (federal and state)
  • Bank account information for direct deposit or payment
  • IRS or state notices received during the year

Business Tax Checklist

Download Printable PDF

If you operate an S Corporation, Partnership, or LLC taxed as a business, please upload the following:

Essential Financials

  • 12/31 bank statements for all business accounts
  • Loan documents or balances as of year-end
  • Shareholder or partner ownership updates
  • Details of any asset purchases or sales during the year

State & Local Filings

  • Oregon CAT (Corporate Activity Tax) summary if applicable
  • City of Portland/Multnomah County tax reports
  • Washington state excise or business tax reports

Please provide summarized reports only. No receipts are needed unless requested.

If you don’t have traditional bookkeeping software, I’ve created an Income & Expense Workbook that can be found HERE

**QuickBooks Online users may add us as an Accountant user
using the credentials: Grant Silva Grant@premiertaxres.com