Tax Organizer - Tax Documents to Send to Preparer

[Taxes-by-Rocky]

ProSeries Tax Organizer package has a one page form entitled "Tax Documents to Send to Preparer."  This form lists all Federal third-party information reporting documents incorporated into the prior year's return (e.g., Forms W-2, 1099-INT, 1099-DIV, 1099-B, Schedules K-1, etc.) and also identifies the reporting entity and account number if the return is prepared in that manner (e.g., Vanguard Brokerage (XXXX-1234), etc.).  When combined with the Short Organizer, our clients have found this form (checklist) to be extremely helpful to determine if they have gathered all tax documents for the tax preparer.  However, over the years, due to form changes, tax trends, etc. additional forms have been introduced by the taxing authorities but have not necessarily made their way onto this list.  Could you please update this form to ascertain that it includes all forms that may be necessary for tax return preparation including forms like Forms 5498, 1099-SA, 1098-T, 1099-Q, 1099-G, 3921, 3922, etc. and the list goes on.  Again, the form has been extremely helpful to inform/remind clients what information they must collect and transmit to the preparer.  Thank you.