How to use this checklist
Copy the list above into your intake email, engagement letter, or client portal request. Trim anything that doesn't apply to the specific client — not every 1040 filer has rental income, and not every S-corp has financed equipment. Sending one complete, tailored request up front is the single biggest lever for avoiding a back-and-forth chase later.
For the full reasoning behind each entity type's list, read tax document checklist by entity type, or see the practical playbook for ending the document chase. When you're ready to stop copying lists into emails by hand, GatherIQ builds this same kind of tailored request automatically with AI, sends clients a no-login upload link, chases them on a schedule, and verifies every document that comes back.
Turn this checklist into an automatic request.
GatherIQ builds a tailored document request with AI, chases clients automatically, and checks what comes back against what you asked for. Start free, no credit card required.
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