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Tax Checklist Guide

2017 TAX CHECKLIST GUIDE

NEW THIS YEAR:
Based on client feedback, we have elected to forgoe the web-organizer for the 2017 filing season.  Instead, a PDF "Tax Checklist" document will be availalbe on your client portal (Log-In) for download.   

This Tax Checklist is designed to help you gather the information needed to prepare your 2017 personal income tax returns. To avoid filing for an extension*, your completed Checklist and all requested supporting documentation should be submitted to Fowler & Co. no later than the deadline.

You have three options to deliver your information this year:
1. Scan and upload it to your secure client portal.
2. Fax it to 541.241.8445
3. Schedule a time with Curt Edwards to meet and deliver your documents in person.  He can be reach by email or phone at 541.241.8445.

ADDITIONAL INFORMATION:

Documents to upload to your portal (when applicable):

Forms W-2 for wages, salaries and tips.

Any and all Forms 1099 (1099INT, 1099DIV, 1099B, 1099MISC, 1099R, etc.)

Schedule K-1 showing income from partnerships, S corporations, estates and trusts. NOTE: If Fowler & Co., Inc. prepares your entity's tax return(s), there is no need to provide the K1. We already have copies in our files.

Statements supporting educational expenses, deductions or distributions, including any Forms 1098-T, 1098-E, or 1099-Q.

All Forms 1095-A, 1095-B, and/or 1095-C related to health care coverage or the Premium Tax Credit.

Mortgage interest statement(s) (1098)

A detailed schedule of all non-cash charitable contributions that includes:
Date of donation
Description of items donated
Name and Address of Charity
Your estimate of Thrift Store Value
Your estimate of the original cost of the item(s)
Download a template to assist you in summarizing your non-cash contributions.

Copies of closing statements regarding the sale or purchase of real property.

Legal papers for adoption, divorce, or separation involving custody of your dependent children.

Any tax notices sent to you by the IRS or other tax authority that you have already provided to us.

NEW: Provide copies of all checks/payments for 2017 Estimated Taxes

 

Data privacy: For your protection, we no longer recommend documents or other personal information be transmitted via email. Please use your Fowler & Co. ShareFile folder for all data exchanges. You can log on directly through our website at www.fowler-cpa.com.