Document collection for business tax return clients (1120-S, 1065, Schedule C)

Business returns wait on the books, payroll reports and loan statements, and owners send them in pieces after the filing deadline is already close. DocNag gives each owner one checklist link, uploadable from a phone with no account, and reminds them until the return can be started.

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A starting checklist

Prior-year business tax return and extension confirmation
Year-end profit and loss and balance sheet (or access to the books)
December bank and credit card statements
Payroll reports and Forms 941, W-2 and W-3
1099-NEC and 1099-K forms issued and received
Loan, mortgage and equipment financing year-end statements
Fixed asset purchases and sales with invoices
Vehicle mileage log and home office details
Owner or shareholder basis, distributions and contributions

Entity returns stall on the year-end books and one missing statement, so a per-client checklist with automatic reminders beats chasing owners by email and phone every week. Edit the list to fit each client, or build one without signing up in the checklist builder.

Working backwards from the deadline? The filing season cutoff calculator turns the federal due date into a "documents from clients by" date you can put in the request.

How it works

Send the client one private link.
They upload each item from a phone, with no account or password.
DocNag reminds them about what is missing and tells you when files arrive.

Free for 3 active requests, no card. $19/month for 25, $39/month for 100. About DocNag · Pricing

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