Get Express Drop-off / Pick-up Service Checklist

Filling out the Express Drop-Off / Pick-Up Service Checklist online is a straightforward process designed for users with simple tax situations. This guide provides step-by-step instructions to help you navigate the checklist effectively and ensure all necessary information is included.

Follow the steps to complete your checklist accurately.

1. Press the ‘Get Form’ button to access the Express Drop-Off / Pick-Up Service Checklist. This will open the document for you to complete.
2. Begin by reviewing the introductory instructions on the form. Ensure you understand the criteria that determine if you qualify for this service. If you have answered 'Yes' to any of the preliminary questions, consider scheduling an appointment with a tax professional.
3. Complete the required fields in the checklist. Make sure to provide your full name, along with any necessary tax-related information as indicated in the relevant sections.
4. Carefully answer the miscellaneous questions regarding your tax situation, including whether someone can claim you as a dependent and your occupation.
5. Select your filing status by checking the appropriate box for either head-of-household, single, married filing jointly, or married filing separately.
6. If applicable, provide details regarding any real estate transactions such as buying, selling, or refinancing a home, including settlement statements as required.
7. Gather all your required documentation, including the completed tax organizer and applicable tax forms, as outlined in the checklist. Ensure you have a voided check if you wish for direct deposit of your refund.
8. Once you have filled out the form, review all information for accuracy and completeness before saving your changes.
9. Finally, you may download, print, or share the completed checklist as needed, ensuring you keep copies for your records before dropping off your documents.

Start filling out the Express Drop-Off / Pick-Up Service Checklist online today to streamline your tax submission process.