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Everything, once
Document checklists.
Every filing type needs a different set of documents, and asking for them one at a time is how returns end up late. Below is what we need up front, by filing type, so you can gather everything once.
Why we ask once, not repeatedly.
The most common cause of a delayed filing isn't a complicated return — it's documents arriving in five separate emails over three weeks. A single checklist, matched to your filing type before you upload anything, means we ask for everything up front and you gather it once, instead of a back-and-forth that eats into your 72-hour window.
For S-Corp (1120S) filers.
Prior-year return, a trial balance or direct QBO/Xero access, bank and credit-card statements through year-end, shareholder K-1 information, and payroll summaries. If your books were reconciled monthly with us, most of this is already on file and the checklist shrinks accordingly.
For individual (1040) filers.
Prior-year return, W-2s, 1099-INT/DIV/R forms, a government ID, and bank routing information for a refund or payment. Sole proprietors with a single Schedule C should also include a summary of business income and expenses for the year.
How the checklist works in SmartVault.
After intake, SmartVault generates a checklist specific to your filing — not a generic list — with a folder for each item. As you upload, items check off automatically, so both you and your preparer can see at a glance what's outstanding without a phone call or email chain.
Add-on filings need their own documents.
Prior-year returns, amended returns, and extension filings each pull from a shorter, separate checklist — usually just the original return plus whatever changed. SmartVault generates the right one automatically based on what you select at intake, so you're never working from the full S-Corp or 1040 list for a simpler request.
Getting your checklist.
Book an intro call or start your return, and we'll send the SmartVault link with your personalized checklist within the hour. If you're not ready to engage yet, the downloadable PDF version covers the standard document set for either filing type.
Filing now · FY 2026
Pick your form.
Pick your form.
We'll take it from there.
Two forms, two deadlines, one workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.
S-Corp · Form 1120S
Mar 15
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Individual · Form 1040
Apr 15
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