The Books Solution

Hi there! We are thrilled to help you prepare to file your income tax return. Please complete the checklist below to start the process. Ensure to fill every blank and checkmark every box that applies to you. Having this information will make the process seamless. The form will also serve as a guide to gather the document needed to complete the process. If you have any questions related to this form feel free to contact our tax professionals at 941-257-9469. Thank you for choosing The Books Solution!

Client Information

Name:

DOB:

SSN or ITIN:

IRS IP PIN:

Phone #:

Email Address:

Address:

Occupation:

Driver's License #:

DL State:

Issue Date:

Exp. Date:

Spouse Information (If filing joint)

Name:

DOB:

SSN or ITIN:

IRS IP PIN:

Phone #:

Email Address:

Address:

Occupation:

Driver's License #:

DL State:

Issue Date:

Exp. Date:

Dependents

1. Name:

DOB:

SSN or ITIN:

Relationship:

2. Name:

DOB:

SSN or ITIN:

Relationship:

3. Name:

DOB:

SSN or ITIN:

Relationship:

4. Name:

DOB:

SSN or ITIN:

Relationship:

5. Name:

DOB:

SSN or ITIN:

Relationship:

Credits & Deductions

Childcare cost (Provider info)

Education Expenses (1098-T)

Adoption Cost

Mortgage interest (PMI)

Investment Interest Expenses

Home business expenses

Rental property expenses

Bank Account (For Refund Deposit)

Bank Name:

Account Number:

Routing Number:

Signatures

Declaration: Signing this form is a written declaration that any of the information provided to your tax preparer in the form of a document, written statement, or verbal statement is legitimate; and should be used to be submitted to the IRS on your behalf. Failure to comply may result in a crime and the taxpayer may be subject to criminal penalties under Section 7206 of the Internal Revenue Code.

Taxpayer Signature (Type Name):

Date:

Spouse Signature (Type Name):

Date:

Please tap the buttons below to upload or scan photos/PDFs of your required documents. You can snap multiple photos per section!

Client Driver's License (Required)

Spouse Driver's License

Client W-2 Forms

Spouse W-2 Forms

1099-Misc

1099-NEC

1099-SSA

1099-G

1099-R

1099-INT/DIV/K-1

Rental Income Documents

Capital Gains/Losses

IRA/MSA Docs

Self-Employed Health Ins

Student Loans/Tuition

Self-Employed Pension

Form 1095-A

Childcare Cost / Provider Info

Form 1098-T

Adoption Costs

Mortgage Interest (PMI)

Investment Interest

Home Business Expenses

Rental Property Expenses

Client Information

Spouse Information (If filing joint)

The Books Solution

Dependents

The Books Solution

Information About Your Income

Income Adjustments

The Books Solution

Credits & Deductions

The Books Solution

Bank Account (For Refund Deposit)

Signatures

Document Scanner