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Tax Document Checklist

Collect every W-2, 1099, 1098, and prior-year return in one organized request so tax season starts with a complete file.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

W-2

5 fields filled

Employer Name Tax Year Wages Federal Tax Withheld State Tax Withheld

1099s

4 fields filled

Payer Name Form Type Total Income Tax Withheld

1098

4 fields filled

Lender Name Mortgage Interest Paid Property Taxes Paid Outstanding Principal

Prior-Year Return

5 fields filled

Tax Year Filing Status Adjusted Gross Income Total Tax Refund or Amount Owed

IRS / State Correspondence

5 fields filled

Issuing Agency Notice Number Notice Date Tax Year Referenced Amount at Issue

Other Tax Docs

3 fields filled

Document Type Tax Year Issuer

Your client sends 6 files and types 3 fields. AI reads the documents and fills the other 26.

Client sends
6
6 files to upload
Client types
3
the rest is read for them
AI fills
26
extracted from the files
On the form
29
fields in total

Start with Tax Document Checklist

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