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Emphasizes readability, removing blanks/duplicates, separating tax years and taxpayers, and correct checklist compliance.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/send-me-the-short-version/302944/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/send-me-the-short-version/302944.png","ImageObject",442,249,{"name":42,"@type":43},"Mimi","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":30},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What forms must be completely filled out and submitted?","Question",{"text":62,"@type":63},"Fill out all applicable forms completely. Submit the Annual Client Worksheet and the listed tax forms such as W-2s, 1098s, and most 1099 varieties, along with any rental property, HSA distribution, Uber/Lyft/Doordash income worksheets, property sale documents, investment tax documents, and the 1095-A/CA 3895 coverage forms.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"Which forms should not be sent?",{"text":67,"@type":63},"Do not send 1099-NEC or 1099-K, and do not send health coverage 1095-B or 1095-C. Also avoid forms like 3921/3922/5498, bank statements, child care bills, donations or anything labeled “Bill” or “Statement,” property tax bills or DMV forms, refinance or property purchase documents, and pages with only text or zeroes.",{"name":69,"@type":60,"acceptedAnswer":70},"How should tax documents be sent for fastest processing?",{"text":71,"@type":63},"Send fill-in PDF attachments (no ZIP and no third-party file sites). Delete blank/duplicate and text-only pages, group similar form types together, and send each tax return separately with its own Annual Client Worksheet as the first document. For fax, use fine transmission mode and confirm the next day; for mail or drop-off, use a large 9x12 envelope with opened and unfolded papers.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},302944,1790363734,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":30,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},2336477974920,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","The Basics About Sending MeYour Tax Information &Forms(Yes,this applies to everyone!)  \nFill out all forms completely.If it applies to you,make an entry.If not,leave it blank.Filling out the worksheets as completely as possible makesfor faster and more accurate data entry of your information.  \nIf you need a worksheet not present in this mailing (Income and Expensestatement for a business,Uber/Lyft,Doordash/Instacart,or a rental property)download it from my web site.All forms are fill-in PDF-download,save,type info,save again,send it to me.No need to print at all.If youare using an Apple device,make sure the font is large and readable.  \nPlease read the\"Send Me/Don't Send Me\"checklist and follow it.I willcharge addl $for any time my staff wastes on stuff I say not to send me.  \nDrop Off -Open all your mail and unfold all of your tax forms.Do NOTcall ahead.If I am here,hand me your papers.If I am not here,put it inthe drop box.Do NOT use the box when I am home.NO STAPLES.They really slow me down.Paper clips,binder clips,maple syrup.andchewing gum are OK  -but NOT staples.OPEN and UNFOLD your taxdocuments and put them in a large envelope.  \nE-Mail -follow the directions on\"How To Send It\"on page 1.  \nOK,ready ...let's get this done!  \nTHE SHORT VERSION-PAGE 1  \nRead both sides,follow these instructions and we'll get along just fineIf you need a form you will find it on the web site under\"Worksheets\"  \n# What To Send...\n\n1)Annual Client Worksheet -Pages 1 and 2(for all)and Page 3 if you need it.  \n2)All W-2's,W2-G's,and K-1's 3)All 1098's(1098-C,-E,-I,-T,all of them)  \n4)All 1099's,all flavors -A,B,C,DIV,G,INT,M,OID,Q,R,S,SA,SSA)-except for 1099-NEC and 1099-K.If you have these,do NOT send them -send the correct Income and Expense statement (download from my web site).  \n6)Income and Expense for each Rental Property  \n5)HSA Distribution Forms  \n7)Uber/Lyft /Doordash worksheet if you have that kind of income  \n8)Property SALE Documents(Closing Statement or HUD-1,2-3 pages max)  \n9)Investment TAX Documents(realized gains /losses on stock sales).If yousold stock with no basis(sales codes B,C,E,of F)you need to provide that info.  \n10)Health Care Coverage 1095-A and CA 3895 but NOT 1095-B or 1095-C  \n# What NOT To Send...\n\n1)Any 1099-NEC or 1099-K(See Item \\#4 Above).  2)Health Care Coverage1095-B or 1095-C(see Item \\#10 Above).3)Forms 3921,3922 or 5498  \n4)Multiple Copies of the Same Form5)Bank Statements,Child Care Bills,Donations,or anything that says \"Bill\"or \"Statement\"-this type of informationgoes on the Annual Client Worksheet.6)Property Tax Bills or DMV Forms.  \n8)Refinance Papers or Property PURCHASE Documents(See Item \\#8 Above).  \n9)Pages with only text or zeroes.  \n10)Your kid's tax documents(except for dependent's 1098-T)-if they haveinterest /dividend income under their SSN it goes on THEIR return NOT yours.  \n11)This Worksheet,My Intro Letter,etc..②.I am familiar with these items.  \nTHE SHORT VERSION-PAGE 2  \n# How to Send It:\n\nE-Mail -Do NOT use 3rd-party web sites,I won't download from them.No ZIP  \nfiles.Send files as attachments NOT embedded in the body of the e-mail.  \nDelete blank pages,duplicate forms,and text-only pages.It helps if you group  \nthe same type of tax forms together(W-2's,1099-INT's,1098's)in your e-mail.  \nTaking pictures with your camera?DON'T.Use Adobe Scan (or any other freescanner app)which makes PDF's that are 10 times better quality than the JPGfiles.If you send unedited JPG's I will ask you to re-send them using an app.Just taking a picture and converting it to PDF does NOT work.  \nSend each tax return in a separate fax,e-mail,or attachment,with its ownannual client worksheet as the first document.Do not combine tax formsfrom different tax years or different taxpayers(kids,dependents,etc)unless myworksheets say to do that (such as the 1098-T form for dependents).  \nSend all returns that interact(who gets the dependent?who gets the collegecredit?)at the same time.Otherwise taxpayer\"A\"may cla","cbCaiqDQ0dkMcgWe","https://ap.wps.com/l/cbCaiqDQ0dkMcgWe","pdf",1147242,"English","# What To Send...\n## What NOT To Send...\n# How to Send It:\n## E-Mail\n## Fax\n## By Mail\n## Drop Off","[{\"question\":\"What forms must be completely filled out and submitted?\",\"answer\":\"Fill out all applicable forms completely. Submit the Annual Client Worksheet and the listed tax forms such as W-2s, 1098s, and most 1099 varieties, along with any rental property, HSA distribution, Uber/Lyft/Doordash income worksheets, property sale documents, investment tax documents, and the 1095-A/CA 3895 coverage forms.\"},{\"question\":\"Which forms should not be sent?\",\"answer\":\"Do not send 1099-NEC or 1099-K, and do not send health coverage 1095-B or 1095-C. Also avoid forms like 3921/3922/5498, bank statements, child care bills, donations or anything labeled “Bill” or “Statement,” property tax bills or DMV forms, refinance or property purchase documents, and pages with only text or zeroes.\"},{\"question\":\"How should tax documents be sent for fastest processing?\",\"answer\":\"Send fill-in PDF attachments (no ZIP and no third-party file sites). Delete blank/duplicate and text-only pages, group similar form types together, and send each tax return separately with its own Annual Client Worksheet as the first document. For fax, use fine transmission mode and confirm the next day; for mail or drop-off, use a large 9x12 envelope with opened and unfolded papers.\"}]","Send Me - The Short Version | PDF",1789798862]