Checklists & Worksheets

All clients need to complete items 1 through 6 (please complete the Client Information Sheet, even if nothing has changed.  We use this form to ensure that all databases are up to date. Thank you).

NOTE:  THE ATTACHMENTS DO NOT OPEN AS A SEPARATE DOCUMENT; CLICK ON THE BROWSER’S BACK BUTTON TO RETURN TO WEBSITE

1. TY24 Engagement Letter
2. TY24 Consent To Use Information
3. TY24 Drivers License Form
4. TY24 Avantax Disclosure Authorization
5. TY24 Client Information Sheet
6. TY24 COL – Personal
7. TY24 COL – Business
8. TY24 COL – Real Estate Agent
9. TY24 COL – Rental Property
10. TY24 COL – Fishing
11. TY24 COL – Daycare

If you qualify for Earned Income, Head of Household or some other credit, please complete this form:

TY24 DUE DILIGENCE QUESTIONNAIRE -EIC HOH etc

If you are e-mailing or mailing your tax do,  you will need to complete and sign the following documents:

• The Engagement Letter
• The IRS Disclosure and Consent
• Client Information Worksheet
• Personal Check off list (COL);
• Any other applicable check off list
• Driver’s License form
  

   Please be aware that not completing these documents will only delay your return. Thank you.

Please send your tax documents by mail (we recommend you send it in a way that you can obtain a tracking notice) or email to hollypye@pyestax.com please include TAX DOCUMENTS in the subject line.  Please do not fax your tax documents.

Miscellaneous Checklists

• non-cash-donation-guide
• Office in Home Worksheet

Part Year Resident

If you have either moved into Maine or moved out of Maine during the year, we will need you to print out and answer the questions on this worksheet and send it to us with your tax information. Part Year Maine Resident

Form 8332

This form is now required to be included with the tax return of the Non Custodial Parent who is claiming their child. The form has to be filled in and signed and dated by the Custodial Parent giving permission for the Non Custodial Parent to have the exemption on their tax return.  Please include this with your tax information when you come in our office or mail in your tax information. Form 8332

Prior Year Forms:

TAX YEAR 2023 DOCUMENTS

1. TY23 Engagement Letter
2. TY23 Consent To Use Information
3. TY23 Drivers License Form
4. TY23 Avantax Disclosure Authorization
5. TY23 Client Information Sheet
6. TY23 COL – Business
7. TY23 COL – Real Estate Agent
8. TY23 COL – Personal
9. TY23 COL – Rental Property
10. TY23 COL – Fishing
11. TY23 COL – Daycare
    
    TY23 DUE DILIGENCE QUESTIONNAIRE -EIC HOH etc

 TAX YEAR 2022 DOCUMENTS

1. TY22 Engagement Letter
2. TY22 Consent To Use Information
3. TY22 Drivers License Form
4. TY22 Avantax Disclosure Authorization
5. TY22 Client Information Sheet
   
   CHECK OFF LISTS:
6. TY22 PERSONAL COL
7. TY22 Business COL
8. TY 22 Real Estate Agent COL
9. TY22 Rental Property COL
10. TY22 Fishing COL
11. TY22 Daycare COL

TY22 DUE DILIGENCE QUESTIONNAIRE -EIC HOH etc

 

TAX YEAR 2021 DOCUMENTS

1. TY21-Engagement-Letter.pdf
2. TY21 Consent To Use Information
3. TY21 Drivers License Form
4. TY21 Avantax Disclosure Authorization
5. TY21 Client Information Sheet
6. TY21 Personal COL
7. TY21 Business COL
8. TY21 Business COL – Real Estate Agent
9. TY21 Business COL – Rental Property
10. TY21 Business COL – Fishing
11. TY21 Business COL – Daycare
    
    TY21 DUE DILIGENCE QUESTIONNAIRE -EIC, HOH etc

TAX YEAR 2020 DOCUMENTS

1. TY20-Engagement-Letter.pdf
2. TY20 Consent To Use Information
3. TY20 Drivers License Form
4. TY20 Avantax Disclosure Authorization
5. TY20 Client Information Sheet
6. TY20 Client Information Sheet
   
   CHECK OFF LISTS:
7. TY20 Personal COL
8. TY20 Business COL
9. TY20 Business COL – Real Estate Agent
10. TY20 Business COL – Rental Property
11. TY20 Business COL – Truckers
12. TY20 Business COL – Fishing
13. TY19 Business COL – Daycare

TY20 DUE DILIGENCE QUESTIONNAIRE -EIC, HOH etc

TAX YEAR 2019 DOCUMENTS

1. TY19 Engagement Letter
2. TY19 Consent To Use Information
3. TY19 Avantax Disclosure Authorization
4. TY19 Client Information Sheet
5. TY19 Drivers License Form 
   
   CHECK OFF LISTS:
6. TY19 Personal COL
7. TY19 Business COL
8. TY19 Business COL – Truckers
9. TY19 Business COL – Rental Property
10. TY19 Business COL – Real Estate Agent
11. TY19 Business COL – Fishing
12. TY19 Business COL – Daycare

TY19 DUE DILIGENCE QUESTIONNAIRE -EIC, HOH etc

TAX YEAR 2018 DOCUMENTS

1. TY18 Client Information Sheet
2. TY18 Engagement Letter
3. Y18 Drivers License Form
   
4. TY18 Consent To Use Information 
5. TY18 Disclosure Authorization
6. TY18 Personal Check off List (COL)
7. TY18 Business  Check off list (COL )
8. TY18 Business Check off List (COL) – Daycare
9. TY18 Business Check off List (COL) – Fishing
10. TY18 Business Check off list (COL) – Real Estate Agent
11. TY18 Business  Check off list (COL) – Rental Property
12. TY18 Business COL – Truckers

TAX YEAR 2017 DOCUMENTS:

All clients need to complete items 1 through 5 (please complete the Client Information Sheet, even if nothing has changed.  We use this form to ensure that all databases are up to date. Thank you).

1. Engagement Letter
2. TY17 Client Information Sheet
3. TY17 Consent to Use
4. TY17 Disclosure Authorization 
5. TY17 Personal Check Off List
6. Driver’s License Form – this is a new form..  Our tax program is asking for identification information in an effort to assist in the event of identify theft.  Please complete this form and send it with your other tax documents.  Please note if you do not want to provide this information in our tax program,  you do not have to; in that event, please sign at the bottom to indicate you are declining to provide the information.
7. Business COL – Commercial Fishing
8. Business COL – Daycare
9. Business COL – General
10. Business COL – Real Estate Agents
11. Business COL – Rental Property
12. Business COL – Truckers
13. TY17 EIC Questionnaire – you must complete this form AND obtain the necessary proof of residency if you can claim the Earned Income Credit