Current-year W-2s
Tax template
W-2 document collection checklist
Ask clients for W-2s and related employment income documents through a clear, secure request.
Inside the request builder
W-2 tax preparation, packaged as a checklist
Income, prior records, and deductions grouped so the client sees exactly what to send for a straightforward W-2 return.
- Wage and tax statements (W-2) up front
- Optional 1099 income for side gigs
- Prior-year return and deduction support grouped separately
Employment income documents
W-2s are often just the start. Use a checklist so clients can see every income item you are expecting.
Clients with multiple employers, side gigs, or recent job changes drop W-2s in ones and twos as the documents trickle in. A named checklist makes it obvious which jobs are still outstanding without you having to remember the conversation from two weeks ago. The 1040 document checklist is the broader template this fits into.
Multiple employer records
Final paystub, if needed
State-specific withholding support
Track late-arriving files
Create a follow-up request when a client is waiting for another W-2 or correction.
February and early March are the W-2 dance: documents arrive late, employers issue corrections, clients lose forms in the mail. A follow-up request with the specific missing item keeps the conversation precise and avoids the "did I send that already?" loop.
Named checklist items
Client upload link
Dashboard status tracking
Starter checklist
All W-2 forms
Request one upload item for each employer if needed.
Correction notices
Ask for W-2c forms or employer correction notices.
State documents
Collect supporting state withholding or local tax details.
Questions
Can clients upload multiple W-2s?
Yes. You can request multiple files per item or set up one upload item per employer.
Is this for employers or tax preparers?
Both can use the workflow, but this page is written for tax preparers collecting W-2s from clients.
What if the client gets a corrected W-2 after they uploaded the original?
Send a follow-up request for the corrected W-2c. The dashboard keeps both files linked to the same client.
Can clients photograph paper W-2s?
Yes. The upload works from a phone camera. Most clients photograph mailed W-2s and upload from the phone they opened the link on.