2023 Income Tax Checklists Available Now!
The 2023 tax filing season is underway. Every year, AFSG provides you with detailed checklists to help you stay organized and up to date on the current tax laws. Below are links to our 2023 checklists, worksheets, and virtual appointment options.
TAX CHECKLISTS
From your phone, tablet, or computer, click the link to the form you want to submit. Answer the questions to the best of your ability; the checklist will adapt to your answers. Upload PDFs, photos from your cell phone, or even QuickBooks files directly to your checklist.
If needed, these forms are all printable from your web browser, however, submitting electronically is more efficient and safer than emailing.
INDIVIDUAL TAX CHECKLISTS:
- New Client Individual Tax Return Checklist – 2023
- Returning Client Individual Tax Return Checklist – 2023
CORPORATE TAX CHECKLISTS:
ADDITIONAL TAX WORKSHEETS:
- Additional Rental Properties – 2023
- Additional Business Worksheet – 2023
- Additional Vehicle Worksheet – 2023
Existing clients, we updated the checklists to make them easier for you! Remember you can also upload your tax documents directly to your AFSG Client Portal (via web or using the “Canopy Client Portal” mobile app). We still want your completed checklist with notes to ensure you aren’t missing any new tax credits or deductions.
New clients, once we receive your checklist and documents we will invite you to your own client portal.
VIRTUAL, PHONE, IN-OFFICE APPOINTMENTS
Our tax preparation appointments are available via phone, zoom, or in the office. We must receive ALL of your tax documents at least 48 hours prior to your appointment. Visit our Bookings Page to make an appointment.
For additional help accessing the checklists or your client portal, please call our office 954-933-1558.
