Tax document checklist
How the tax questionnaire guides document requests, and why your tax contact may still ask for more.
There's no fixed master list of documents to chase down. Instead, your tax questionnaire helps Uplinq decide what to request. Your answers point us toward the documents that may apply, and your tax contact may still ask for something else after review.
Answer a tax question
Your answers tell Uplinq which support may be needed.
Requests may be created
Some requests appear while you answer; others may come after review.
Check File Requests
Open Data Hub and use File Requests to see what Uplinq needs.
Open the matching request
Use the request rather than uploading the document somewhere general.
Your answers guide the request list. Some documents may be requested while you answer, and others may come later if Uplinq's review shows more support is needed.
How your answers become document requests
Your questionnaire isn't a flat checklist; it's a smart one. Each answer can help Uplinq decide whether to create a request in your File Requests. A few examples:
- Answer Yes to "Does your business file taxes in Texas?" and we may ask for your Texas Webfile ID.
- A No can point to a request too — if we do not have a partnership operating agreement, we may ask for the Operating Agreement.
- Some questions let you pick more than one option. For health-care coverage, Marketplace may mean 1095-A, and employer may mean 1095-C.
The upside is simple: answer as accurately as you can, and Uplinq can focus the document requests around your situation. It's normal for your document list to grow while you answer, and it can also change after your tax contact reviews the questionnaire.
What we tend to ask for, by return type
The questions — and therefore the documents — differ depending on whether you're filing a personal or business return. Here's the high-level shape so you know what to expect.
Personal returns
Driven by your 1040 questionnaire (with a Schedule E section if you have rental or royalty income). Depending on your answers, common requests include:
- Identity & status — driver's license; spouse's license if married; a marriage certificate or divorce decree if your status changed this year.
- Income — W-2s, 1099-NEC income, gambling forms (W-2G), and investment forms. If you sold stocks, that may mean a 1099-B or consolidated 1099.
- Health & retirement — a 1095-A/B/C depending on your coverage; HSA forms; 1099-R and Form 5498 for rollovers or distributions.
- Family & life changes — dependent records, adoption paperwork, and documents tied to property sales, education, or foreign accounts.
Rental income taxes (Schedule E)
If you have rental or royalty income, your Schedule E answers drive their own requests. Examples include property purchase documents, 1099-MISC for royalty income, or home-office paperwork.
The rental (Schedule E) questions are answered fresh for each filing year, so expect to confirm these annually even if little has changed. More on that in Completing your tax questionnaire.
Business returns
Driven by your Business Tax Questionnaire. Depending on your answers, common requests include:
- Formation & ownership — Articles of Organization or Incorporation and your EIN letter if you haven't filed with us before. For multiple owners, we may ask for an equity cap table.
- People you pay — W-2s if you have employees; your filed 1099s or your contractors' W-9s, depending on who handles the filing.
- State filing — items like a Texas Webfile ID when you file in states that need them.
- Tax-only clients — either access to your QBO file or your prior-year financial reports, depending on how your books are kept.
You won't be asked for all of this
The lists above are examples of what's possible — not what any one person uploads and not a promise that the list is complete. Most filers only see a handful of requests, but your tax contact may still ask for another document if your return needs it.
It's fine to leave a comment on the question rather than guess. Your tax contact would much rather clarify up front than sort out a wrong document later.