2024 MINI TAX CHECKLIST
This checklist is designed to assist you in gathering the information required for preparation your tax return. Please complete all applicable sections. Also, please provide details and documentation as requested your Sharefile account. 

 If you have any questions or concerns while filling out this checklist please give our office a call at 281-469-6600

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Email *
CLIENT NAME *
 Did you have any change in personal information - phone, email, address? *
Did you have any change in dependents, marital status, or death in the family? *
Do you have any foreign assets greater than $10,000?

If YES please upload the documentation to Sharefile *
At any time during 2024, did you: (a) receive (as a reward, award or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?

If YES please upload the documentation to Sharefile *
Did you pay 2024 estimated tax payments?

If YES please upload the documentation to Sharefile *
Did you make gift(s) to any person that total more than $18,000 this year? *
Did you incur any personal losses greater than $500 due to a federally declared disaster, such as Hurricane Beryl or the severe storms, straight-line winds, tornadoes and flooding that began on April 26, 2024?  *
Any unusual or new sources of income (unemployment?)

If YES please upload the documentation to Sharefile *
If you purchased or sold any real property, are closing statements included?

If YES please upload the documentation to Sharefile *
Do you own any interest in a partnership/S Corp? 
If YES upload the K-1s to your Sharefile account? *
Did you purchase energy saving home improvement or electric car/motorcycle?

If YES please upload documentation to Sharefile *
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