Client information sheet
Revised October 22, 2026. Complete the information sheet for your personal tax return. Choose the correct client type before saving.
CLIENT PORTAL
Everything you need to get started.
Sign in, prepare your records, and find the next step in one place.
Already a client?
Open your SmartVault folder to upload records and access your tax documents.
Open SmartVaultNew to DLR?
Request access below. DLR will review your request and, if approved, email a SmartVault invitation.
Prepare. Upload. Let us know.
Activate your SmartVault account and multi-factor authentication. Open your personal or business folder, select the tax year, and upload the documents DLR requests. Notify the office when your records are ready.
Your document checklist
Identification
- Photo ID and taxpayer identification records, as requested by DLR.
- Relevant spouse and dependent information.
Income
- W-2s, 1099-NEC/MISC/K/G/R, SSA-1099, and K-1s, as applicable.
- Other relevant business, rental, or income records.
Business records
- Formation documents, EIN letter, profit-and-loss and balance-sheet reports.
- Bank and credit-card statements, payroll, and organized expenses.
Deductions and credits
- Relevant 1098 forms, property tax, education, childcare, and donation records.
- Medical expense or retirement contribution records, when applicable.
Previous return
- Your most recent tax return if you did not file with DLR previously.
Business questionnaire
For self-employment and business tax preparation. Complete one questionnaire per business.
Tax engagement letter
Review DLR’s updated engagement letter (version 1.2). Contact the office about completing signatures.
Download the blank PDF, complete it in Adobe Acrobat Reader, and save a copy. Upload completed forms and tax records through your secure SmartVault folder. Contact DLR if you need a signing invitation or help with a form.
Keep Social Security numbers, bank details, and completed forms out of website messages and chat.
Review & sign
Review the updated engagement letter in your preferred language above. Contact DLR to arrange a signing invitation or confirm how to return the signed form. Required documents, signatures, and service payment must be complete before filing.
Payments
Pay DLR through QuickBooks
Your QuickBooks payment link will be sent directly to you by text or email.
Request your payment linkPay the IRS
Federal tax payments are separate from DLR service payments. Review payment options on the official IRS website.
IRS payment optionsIRS payment plansNeed your payment link?
Contact DLR to request your individual QuickBooks payment link or ask us to send it again by text or email.
Need an update or a hand?
Contact the office about preparation status, a signing invitation, or portal access. For a filed return, use official refund trackers.
Your next step, made clear.
Talk with our team in English or Spanish.