Checklist Builder

Build your custom document checklist

Select your business type and any situations that apply. Click Generate Checklist to get a tailored list you can print or use as you upload documents.

View General Checklist Secure Upload (Intuit Link)

Privacy note: Avoid emailing sensitive info (SSNs, full account numbers). Use secure upload.

Your Details

Choose the options that match your situation.

Business situations (select all that apply)
What records do you have?

Tip: Don’t worry if you don’t have everything — generate the list, bring what you can, and we’ll guide you.

Your Checklist

Select options and click Generate.

Upload Documents

No checklist yet.

Choose your business type and select any situations that apply, then generate.

This checklist is general guidance and may not cover every scenario. We’ll confirm what applies to your specific situation.

Want us to tailor this even further?

Use the contact form and tell us your business type + any special circumstances.

Contact Us