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Excel template · free
Tax-Season Document Request Checklist
The “prepared-by-client” (PBC) list, done for you. Track every document you need from each client — by return type — so nothing blocks a return at the last minute. Pre-loaded with the common items, ready to add your own.
Download the Excel checklistWhat's inside
- ▸ Columns for Client · Return Type · Document Needed · Requested · Received · Status · Notes
- ▸ Drop-downs for Return Type (1040, 1120, 1120-S, 1065, 1041, 990) and Status
- ▸ Pre-loaded with 15 of the most common items — W-2s, 1099s, 1098s, K-1s, prior-year return, and more
- ▸ Frozen header row, clean formatting, empty rows to add anything specific to a client
Stop chasing documents by email
A client portal turns this checklist into live document requests clients can see and upload against — with automatic reminders for what's still missing. See it live in a minute →
Download the Tax-Season Document Request Checklist (.xlsx) →