Built-in checklist
Tax documents
Collect tax-prep supporting files without another round of email attachments.
Files land in a request-only folder in your connected cloud. We never keep copies.
Demos need no account. Free to start when you're ready.
Why this checklist
Tax preparation requires proof of income, expense receipts, and deduction records without collecting SSN-bearing forms through Filecue. This list focuses on supporting files accountants actually request each season.
When tax packets are incomplete
Seasonal volume makes missing attachments expensive.
- Clients email partial packs with the wrong year.
- Follow-ups consume billable hours.
- Clients send sensitive ID forms that belong in another approved channel.
Tax documents
4 items
Pay stubs or income statements
Required
Expense and deduction receipts
Optional
Prior-year tax summaries as PDF files (SSNs redacted)
Required
Deduction records or statements
Required
What this template solves
A safer checklist for supporting tax documents, with clear boundaries.
Sensitive data boundaries
Do not request W-2 or 1099 forms containing Social Security numbers, My Number documents, passports, or payment card data through Filecue.
Lands in a request-only folder
Files go to a request-only folder. Filecue does not keep copies.
Matches the tax use case
See the Tax documents use case for the full seasonal workflow.
Questions about templates
Questions about tax document checklists.
Can clients upload W-2 forms here?
No. Do not request SSN-bearing forms through Filecue. Use redacted summaries and non-sensitive supporting documents instead.
Do clients need accounts?
No.
Can I reuse this every year?
Yes. Save your firm standard as a template.
Where do files go?
Into a request-only folder in your connected cloud. Filecue does not keep copies.
Still have a question? Contact us
Related templates
Collect all required files with one link
Create a free request from this checklist. Submitters need no account.
Demos need no account. Free to start when you're ready.