Fill out document checklist

Table of Contents

Document checklist, explained
Complete the document checklist
Unmatch documents and missing reasons
Return to the checklist

The document checklist is a personalized list created by your accountant to help you gather the tax documents needed for your return.

Document checklist, explained

Your accountant builds the tailored document checklist needed for the tax return based on your previous year’s return. The document checklist can be sent along with an organizer , containing everything required to complete your tax intake in one place.

To fill out a checklist, upload the requested documents. If you don’t have a particular document, indicate a reason to let your accountant know why it’s missing. This eliminates back-and-forth communication and keeps your tax preparation moving forward.

Complete the document checklist

Note

You can see the document checklist only if your tax professional has created one for you. Automatic matching is only available if your tax professional has enabled this feature.

To complete the document checklist:

Choose the organizer with the checklist in your To-do list or in the More > Organizers section. Click Get started.

Complete the questionnaire first or proceed directly to the Document checklist section.

Upload documents from your computer or select files already stored in your TaxDome account. You can open and view any documents you’ve uploaded at any time by clicking on the file name.
Once uploaded, documents are automatically matched to the corresponding checklist items. Review each match to make sure it’s correct. If a document wasn’t matched or was matched incorrectly, use the dropdown menu next to it to select the right checklist item manually.

When a document is matched to a checklist item, that item is marked as completed. Your accountant can see this progress in real-time.

If any documents are missing, indicate the reason. Choose one from the dropdown menu:

Not applicable: This document does not apply to your situation.
Already provided: You have already submitted the document.
Will upload later: You cannot send the document right now, but you will do it later. You should also indicate when exactly the document will be provided.
Leave comment: Your own reason for not providing the document.

Note

If you selected Will upload later as a missing reason, you’ll receive an email reminder on the date you chose.

Review and click:
- Save & close. If you want to finish filling out the checklist later.
- Submit. If you’ve completed everything. If something is missing, you’ll see a sidebar indicating exactly what’s needed. You can edit it from there or return to the checklist page.

To complete the document checklist:

Open the organizer from:
- Waiting for action list on the Home page
- More > Organizers section
Complete the questionnaire or navigate to the Document checklist step by tapping at the section name at the top. You can switch between sections at any time.

On the Document checklist step, tap Upload documents to add your files.

Once uploaded, documents are automatically matched to the corresponding checklist items. Review each match to make sure it’s correct. If a document wasn’t matched or was matched incorrectly, match it manually.

If documents are missing, select a reason: I’ll provide later, Already provided, Not applicable, or Add comment.

Note

If you selected I’ll provide later as a missing reason, you’ll receive an email reminder on the date you chose.

Tap I’ve uploaded what I have to complete the checklist. You can continue filling out the organizer by tapping Continue organizer, or return to the home screen.

Note

The organizer questionnaire and document checklist are submitted separately.

Unmatch documents and missing reasons

If you accidentally match a file to the wrong item or select the wrong missing reason, you can fix it even after submitting the checklist. Click the X next to the missing reason or the unlink icon next to the document to undo your selection.

Return to the checklist

You don’t have to complete the checklist or organizer all at once. You can quit and return later. Find your unfinished checklist in your To-do list section or by going to More > Organizers. When you open the organizer with the checklist again, you’ll see exactly what still needs to be completed.