# What tax preparers collect from clients

Source: https://dokutrak.com/requests/tax-preparers
Author: Arthur Teboul, DokuTrak
Published: 2026-10-29
Language: en-US

> Tax preparers collect income forms from each client every season: W-2s, 1099s, 1098s, SSA-1099s and K-1s, plus last year’s return, ID and records for deductions. Most forms are due to clients by January 31, so requests go out in early February. The friction repeats each year: a form still missing in March, last year’s copy, or a photo with a box cut off.

An individual return is built from documents the client gathers from employers, banks, brokers and the IRS. Each one arrives on its own schedule, and K-1s or corrected 1099s can come weeks after the rest. A request in early February catches the January forms; a second pass in March catches the late ones.

Files stall in the same places: the client sends what is on the kitchen table and forgets the envelope never opened, a spouse’s W-2 is missing on a joint return, or a phone photo cuts off the box you need. The guides below say what to ask for, document by document, with an email ready to send.

## Request guides

- [W-2](https://dokutrak.com/requests/tax-preparers/w-2)
- [1099-NEC](https://dokutrak.com/requests/tax-preparers/1099-nec)
- [1099-INT](https://dokutrak.com/requests/tax-preparers/1099-int)
- [1099-DIV](https://dokutrak.com/requests/tax-preparers/1099-div)

## Ask once. DokuTrak does the chasing.

- Your client uploads from one link, with no account and no password.
- Reminders go out on a schedule, by default 2, 5, 10 and 14 days after the request, until the file arrives.
- You accept every file or mark it for re-upload, and your client gets the note by email. The AI never accepts a file.

14-day free trial, no card. Add one only to keep going.