{"id":20363,"date":"2020-07-01T08:00:08","date_gmt":"2020-07-01T13:00:08","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=20363"},"modified":"2020-06-30T15:45:58","modified_gmt":"2020-06-30T20:45:58","slug":"checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/","title":{"rendered":"Checklist to get your clients ready for the July 15 filing deadline"},"content":{"rendered":"<p>Most tax and accounting professionals probably have one thing on their mind right now: the July 15 individual federal tax filing deadline. There are some steps you can take with your clients to make the final push a little easier. For starters, if you haven\u2019t already reached out to your clients, it\u2019s a good idea to send them an email reminding them about the deadline, which documents they need to provide to you, and any other tasks they should complete that will help you file their tax return.<\/p>\n<p>In order to help you deliver more value to your clients and ease up on the end of season crunch, we\u2019ve pulled together a checklist of important documents and information that you can share with your clients. Keep in mind that you may already have some of this information based on last year\u2019s returns, or it could be in <a href=\"https:\/\/quickbooks.intuit.com\/accountants\/products-solutions\/accounting\/quickbooks-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_accnt-qbo\">QuickBooks\u00ae Online<\/a>, so customize the items from the list below for each client.<\/p>\n<p><b>Personal information:<\/b><\/p>\n<ul>\n<li>Social Security number(s) and date(s) of birth.<\/li>\n<li>Copies of last year\u2019s tax return.<\/li>\n<li>Bank account number and routing number if your client would like to receive their refund directly into their account.<\/li>\n<\/ul>\n<p><b>Income information and forms<\/b><\/p>\n<ul>\n<li>Job income: Form W-2<\/li>\n<li>Investment income: Form 1099 (-INT, -DIV, -MISC, -B, and others), K-1s, and stock option information.<\/li>\n<li>Income from state and local income tax refunds and\/or unemployment: <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1099g.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f1099g\" target=\"_blank\">Form 1099-G<\/a>, <i>Certain Government Payments<\/i>.<\/li>\n<li>Taxable alimony received (applicable to divorces finalized before Jan. 1, 2019).<\/li>\n<li>Business or farming income: profit\/loss statements and capital equipment information.<\/li>\n<li>For self-employed clients: home size, office size, home expenses, and office expenses<\/li>\n<li>IRA\/pension distributions: <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1099r.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f1099r\" target=\"_blank\">Form 1099-R<\/a>, <i>Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contract, etc.<\/i>; and <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f8606.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f8606\" target=\"_blank\">Form 8606<\/a>, <i>Nondeductible IRAs<\/i>.<\/li>\n<li>Rental property income\/expense: profit\/loss statement and rental property suspended loss information.<\/li>\n<li>Social Security benefits: Forms SSA-1099.<\/li>\n<li>Income from sales of property: original cost and cost of improvements, escrow closing statement, and <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1099c.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f1099c\" target=\"_blank\">Form 1099-C<\/a>, <i>Cancellation of Debt<\/i>.<\/li>\n<li>Prior year installment sale information: <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f6252.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f6252\" target=\"_blank\">Form 6252<\/a>, <i>Installment Sale Income<\/i>, principal and Interest collected during the year, Social Security number, and address of payer<\/li>\n<li>Other miscellaneous income: jury duty, gambling winnings, medical savings account (MSA), scholarships, and other income.<\/li>\n<\/ul>\n<p><b>Other information for potential income adjustments<\/b><\/p>\n<ul>\n<li>IRA contributions.<\/li>\n<li>Energy credits.<\/li>\n<li>Student loan interest.<\/li>\n<li>MSA contributions.<\/li>\n<li>Self-employed health insurance payment.<\/li>\n<li>Keogh, SEP, SIMPLE, and other self-employed pension plans.<\/li>\n<li>Alimony paid that is tax deductible, applicable to divorces finalized before Jan. 1, 2019.<\/li>\n<li>Educator expenses<\/li>\n<\/ul>\n<p><b>Itemized tax deductions and credits<\/b><\/p>\n<ul>\n<li>Child care costs: provider\u2019s name, address, tax ID, and amount paid.<\/li>\n<li>Education costs: <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1098t.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f1098t\" target=\"_blank\">Form 1098-T<\/a>, <i>Tuition Statement<\/i>, and education expenses.<\/li>\n<li>Adoption costs: Social Security number of child, legal, medical, and transportation costs.<\/li>\n<li>Home mortgage interest and points paid: <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/f1098.pdf\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_irs-f1098\" target=\"_blank\">Form 1098<\/a>, <i>Mortgage Interest Statement<\/i>.<\/li>\n<li>Investment interest expense.<\/li>\n<li>Charitable donations: Cash amounts and value of donated property, miles driven, and out-of-pocket expenses.<\/li>\n<li>Casualty and theft losses: amount of damage and insurance reimbursements.<\/li>\n<li>Medical and dental expenses.<\/li>\n<\/ul>\n<p><b>Information regarding taxes paid<\/b><\/p>\n<ul>\n<li>State and local income taxes paid.<\/li>\n<li>Real estate taxes paid.<\/li>\n<li>Personal property taxes: vehicle license fee based on value.<\/li>\n<\/ul>\n<p><b>Other information (if applicable)<\/b><\/p>\n<ul>\n<li>Estimated tax payment made during the year, prior year refund applied to the current year, and any amount paid with an extension to file.<\/li>\n<li>Foreign bank account information: location, name of bank, account number, and the peak value of account during the year<\/li>\n<\/ul>\n<p>To go that extra mile, you can tailor this list for your clients based on their industry, employment status, or <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/life-changes\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_tpc-LifeChanges-cat\">major life changes<\/a>. Sometimes, all clients need is a little push.<\/p>\n<p>Once you\u2019ve received all of the documents and information that you need, Intuit\u00ae <a href=\"https:\/\/proconnect.intuit.com\/lacerte\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_lc\">Lacerte<\/a>\u00ae, <a href=\"https:\/\/proconnect.intuit.com\/proseries\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_ps\">ProSeries<\/a>\u00ae, and <a href=\"https:\/\/proconnect.intuit.com\/tax-online\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_ito\">ProConnect\u2122 Tax<\/a> can help streamline the filing process and increase your productivity. In addition, check out <a href=\"https:\/\/proconnect.intuit.com\/practice-management\/\"title=\"\"  target=\"_blank\" rel=\"false noopener noreferrer\" data-wa-link=\"body_practicemanagement\">Intuit Practice Management<\/a>, a workflow tool that helps tax pros work more smoothly, from that first client email to e-filing their tax returns, by integrating tax software with email communications, task automation, real-time collaboration, and more.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get ready for the July 15 tax filing deadline with this checklist you can share with your clients.<\/p>\n","protected":false},"author":104275893,"featured_media":10807,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[509474089],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-20363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-law-and-news"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Checklist to get your clients ready for the July 15 filing deadline - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Checklist to get your clients ready for the July 15 filing deadline - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Get ready for the July 15 tax filing deadline with this checklist you can share with your clients.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2020-07-01T13:00:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"373\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Intuit Accountants Team\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Intuit Accountants Team\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/\"},\"author\":{\"name\":\"Intuit Accountants Team\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/d54bd3a9810fd7c290b5655f9c6b6fd6\"},\"headline\":\"Checklist to get your clients ready for the July 15 filing deadline\",\"datePublished\":\"2020-07-01T13:00:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/\"},\"wordCount\":669,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/woman-working-from-home-e1535552220320.jpg\",\"articleSection\":[\"Tax Law and News\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/\",\"name\":\"Checklist to get your clients ready for the July 15 filing deadline - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/woman-working-from-home-e1535552220320.jpg\",\"datePublished\":\"2020-07-01T13:00:08+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/woman-working-from-home-e1535552220320.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/woman-working-from-home-e1535552220320.jpg\",\"width\":655,\"height\":373,\"caption\":\"Working from home\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/tax-law-and-news\\\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Checklist to get your clients ready for the July 15 filing deadline\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/d54bd3a9810fd7c290b5655f9c6b6fd6\",\"name\":\"Intuit Accountants Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g\",\"caption\":\"Intuit Accountants Team\"},\"description\":\"The Intuit\u00ae Accountants team provides ProConnect\u2122 Tax, Lacerte\u00ae Tax, ProSeries\u00ae Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn.\",\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/intuitproconnect\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Checklist to get your clients ready for the July 15 filing deadline - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/","og_locale":"en_US","og_type":"article","og_title":"Checklist to get your clients ready for the July 15 filing deadline - Tax Pro Center | Intuit","og_description":"Get ready for the July 15 tax filing deadline with this checklist you can share with your clients.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2020-07-01T13:00:08+00:00","og_image":[{"width":655,"height":373,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg","type":"image\/jpeg"}],"author":"Intuit Accountants Team","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Intuit Accountants Team","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/"},"author":{"name":"Intuit Accountants Team","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/d54bd3a9810fd7c290b5655f9c6b6fd6"},"headline":"Checklist to get your clients ready for the July 15 filing deadline","datePublished":"2020-07-01T13:00:08+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/"},"wordCount":669,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg","articleSection":["Tax Law and News"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/","name":"Checklist to get your clients ready for the July 15 filing deadline - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg","datePublished":"2020-07-01T13:00:08+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg","width":655,"height":373,"caption":"Working from home"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/checklist-to-get-your-clients-ready-for-the-july-15-filing-deadline\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Checklist to get your clients ready for the July 15 filing deadline"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/d54bd3a9810fd7c290b5655f9c6b6fd6","name":"Intuit Accountants Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g","caption":"Intuit Accountants Team"},"description":"The Intuit\u00ae Accountants team provides ProConnect\u2122 Tax, Lacerte\u00ae Tax, ProSeries\u00ae Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn.","sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/intuitproconnect\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/woman-working-from-home-e1535552220320.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-5ir","jetpack-related-posts":[{"id":20532,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-guide-your-clients-who-missed-the-tax-deadline\/","url_meta":{"origin":20363,"position":0},"title":"How to guide your clients who missed the tax deadline","author":"Intuit Accountants Team","date":"July 13, 2020","format":false,"excerpt":"Help your clients understand their tax liability and options for payment if they miss this year's deadline for filing.","rel":"","context":"In &quot;Client Relationships&quot;","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":21522,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/last-minute-tips-to-help-your-clients-make-the-tax-filing-extension-deadline\/","url_meta":{"origin":20363,"position":1},"title":"Last minute tips to help your clients make the tax filing extension deadline","author":"Intuit Accountants Team","date":"October 5, 2020","format":false,"excerpt":"Remind your clients about the Oct. 15 tax filing extension deadline, and share with them this list of deliverables.","rel":"","context":"In &quot;Tax Law and News&quot;","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"tax reform","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/01\/janhero-e1535554019610.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/01\/janhero-e1535554019610.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/01\/janhero-e1535554019610.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":66962,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/tax-update-the-october-government-shutdown\/","url_meta":{"origin":20363,"position":2},"title":"Tax update: The October government shutdown","author":"Lisa Greene-Lewis","date":"October 1, 2025","format":false,"excerpt":"Get the info you need to know about the government shutdown and how it affects your firm and your clients.","rel":"","context":"In &quot;Tax Law and News&quot;","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"July 2024 tax and compliance deadlines","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/July-2024-tax-and-compliance-deadlines-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/July-2024-tax-and-compliance-deadlines-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/July-2024-tax-and-compliance-deadlines-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/06\/July-2024-tax-and-compliance-deadlines-copy.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":20450,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/august-2020-tax-and-compliance-deadlines\/","url_meta":{"origin":20363,"position":3},"title":"August 2020 tax and compliance deadlines","author":"Intuit Accountants Team","date":"July 31, 2020","format":false,"excerpt":"Get a list of important tax and compliance deadlines for August 2020.","rel":"","context":"In &quot;Tax Law and News&quot;","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"tax professional on the phone","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/tax-professional-on-phone-e1535552281304.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/tax-professional-on-phone-e1535552281304.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/tax-professional-on-phone-e1535552281304.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":11976,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/the-tax-year-2017-business-filing-deadline-approaches-are-you-ready\/","url_meta":{"origin":20363,"position":4},"title":"The Tax Year 2017 Business Filing Deadline Approaches: Are You Ready?","author":"Deborah Holloway","date":"March 5, 2018","format":false,"excerpt":"Read up on how to help your corporate clients file their tax year 2017 returns on time.","rel":"","context":"In &quot;Tax Law and News&quot;","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"tax deadline","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/morning-e1508454392292.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/morning-e1508454392292.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/morning-e1508454392292.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/morning-e1508454392292.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15646,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-advise-clients-regarding-extension-filing\/","url_meta":{"origin":20363,"position":5},"title":"How to advise clients regarding extension filing","author":"Andrew Poulos, EA, ABA, ATP","date":"March 2, 2020","format":false,"excerpt":"Filing extensions for tax year 2018 will no doubt occur, perhaps this year more than others. Manage your clients' expectations with this article from Andrew Poulos, EA, ABA, ATP.","rel":"","context":"In &quot;Client Relationships&quot;","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"tax reform","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/01\/janhero-e1535554019610.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/01\/janhero-e1535554019610.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/01\/janhero-e1535554019610.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/20363","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/104275893"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=20363"}],"version-history":[{"count":8,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/20363\/revisions"}],"predecessor-version":[{"id":20390,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/20363\/revisions\/20390"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10807"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=20363"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=20363"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=20363"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=20363"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=20363"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=20363"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}