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2023 Tax Documents Preparation List

The following is a checklist for your 2023 income tax return documents. Please gather all tax documents and submit to us as a single package. Or your tax return may be filed with the IRS without important income or deduction items and may require filing an amended return.

Please upload all tax documents to our NetClient CS client portal via FileExchange. If you do not have an account, please contact us.

This online form can also be downloaded in PDF (Click to download)