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GHL Financial Services

Tax · Bookkeeping · Spendthrift Trust

Tax Document Checklist

Gather the records that make tax work easier.

Use this checklist before intake so GHL can quickly understand your personal, business, payroll, bookkeeping, or trust filing picture.

Contact GHL Tax preparation

Personal Tax Records

Prior-year federal and state tax returns
W-2, 1099, K-1, brokerage, retirement, and interest statements
Estimated tax payment history and IRS or state notices
Deduction support for charitable giving, mortgage interest, education, medical, or dependent-care items

Business Records

Year-end profit and loss and balance sheet
Bank, credit card, loan, and merchant statements
Payroll reports, contractor payment summaries, and owner compensation records
Receipts, invoices, mileage logs, asset purchases, and loan documents

Payroll Records

Quarterly Form 941 filings and the annual Form 940
State withholding and unemployment returns for each state with employees
W-2s and Form W-3 for employees, plus Form 1099-NEC and Form W-9 records for contractors
Payroll registers, pay-period detail, benefit or retirement deductions, and tax deposit confirmations

Trust Records

Trust agreement, amendments, EIN letter, and prior Form 1041 filings
Bank, brokerage, business, asset, liability, and distribution records
Beneficiary details, trustee notes, meeting minutes, and supporting receipts
Documentation for asset transfers, notes, leases, reimbursements, and unusual transactions

IRS and State Notices

Every notice or letter received, including all pages and the envelope
Notices for a balance due, an adjustment, a math-error correction, or identity verification
Examination, audit, or information-document requests along with their response dates
Payment plans, penalty-abatement requests, or prior correspondence already in progress

Questions to Flag

Life changes such as marriage, a new dependent, a move between states, or a home purchase or sale
Entities formed, closed, or restructured during the year
Large or unusual activity such as asset sales, distributions, loans, or transfers involving the trust
Anything you are unsure how to categorize, plus upcoming deadlines or extension needs

Before You Send Anything

Use the secure portal for sensitive tax documents when GHL provides access
Do not send Social Security numbers or full account numbers through the public contact form
Label files clearly by tax year, entity, account, and document type
Add a short note for deadlines, notices, extensions, or questions that need early review