Absolutely! A checklist showing *specific* documents they had last year is A MUST. Not sure why this has been so neglected for so long. Clients want to know key things that pertain to them, not read a huge organizer and try determine what they can ignore or not. A list such as this:

1. [Company Name] W2

2. [Bank Name] 1099

3. [Bank Name] 1098

4. [Institution Name] 1098-T

[...ETC...]

To make it better, condense the prior deductions too such as:

1. [Charity Name] Cash Donations

2. [Vehicle Name] VLT Tabs

3. [Description] Medical Expense

[...ETC...]

Finally, enhance this even more by making an available diagnostic that shows and links to items that were on the prior return that are missing on the current year return. UltraTax has this and it makes it much quicker reviewing the return relative to the prior year to make sure you're not missing anything.