W-2, 1099, K-1, and prior-return requests
For tax preparers
Collect tax documents from clients before the deadline pressure hits
Send a clear checklist, let the client upload from their phone, and track what is still missing from your dashboard.
Inside the request builder
A W-2 return, packaged as a checklist
Income, prior-year records, and deductions grouped so a once-a-year client sees exactly what to send.
- Wage and tax statements (W-2) up front
- Optional 1099 income for side gigs
- Prior-year return and deduction support grouped separately
Tax prep requests should be obvious
Clients do better when each expected document is named up front, not buried in a paragraph at the bottom of an email.
A checklist sets expectations on the first send. The client sees "W-2 (2024), 1099-INT, ID, prior-year return" as separate items, not as one wall of text. They upload what they have, leave the rest visible as missing, and the dashboard shows your team where to follow up. The 1040 document checklist template is a useful starting point.
Photo ID and dependent document collection
Bank statement and receipt follow-up
Custom fields for notes and explanations
Keep the upload flow short
A no-login upload link removes a step that loses you the once-a-year client who will not remember a portal password.
Tax clients touch your portal twice a year if you are lucky. Asking them to create an account, verify an email, and reset a password is a tax on completion. SendMeDocs strips the upload down to: tap the link, see the list, attach the files, done. Reusable templates save the next round.
Works from any mobile browser
Email or SMS delivery
Secure file handling under TLS + AES-256
Reusable tax-prep templates
Starter checklist
Before intake
Send the standard 1040 document checklist.
During prep
Create follow-up requests for missing or unusual items.
After review
Request signatures, corrections, or supporting documents.
Questions
Can I reuse the same checklist?
Yes. Save common tax-prep requests as templates and adjust per client.
Can clients upload more than one file per item?
Yes. Each requested item accepts multiple files (e.g., several pages of bank statements or multiple W-2s from different employers).
How much does this cost during tax season?
Most single-preparer practices fit in the $25 or $60 per month commitment level during peak season, then drop down off-season. Pay-as-you-go works year-round at $0.50 per request.
Can I add custom items beyond the template?
Yes. Every request supports custom items and notes. Templates are starting points, not constraints.
What about signed forms?
SendMeDocs collects files. For true e-signature, use DocuSign or similar and have the signed PDF uploaded back through the request.