Document checklists that actually get answered.
Every list here names documents, not categories: “the 1098 from your lender” gets sent; “mortgage information” gets ignored. Pick one and Pesterly chases it from your own mailbox until it's in.
Accounting & tax
1040 individual return
- W-2 from each employer
- 1099s (NEC, MISC, INT, DIV, B)
- 1098 mortgage interest statement
- Property tax bill
- and 3 more
Accounting & tax
Monthly bookkeeping close
- Bank statements, all business accounts
- Credit card statements
- Payroll journal for the month
- Receipts for anything over $75
- and 1 more
Accounting & tax
1120-S / S-corp package
- Year-end profit & loss
- Year-end balance sheet
- W-3 payroll summary
- Shareholder basis worksheet
- and 2 more
Agencies & consulting
New client onboarding
- Signed agreement
- Logo files
- Brand guidelines or style guide
- Billing contact and PO number
- and 2 more
Agencies & consulting
Website project kickoff
- Domain registrar login or DNS access
- Hosting account access
- Photography and image library
- Copy for each page
- and 2 more
Legal
Legal matter intake
- Signed engagement letter
- Photo ID
- All correspondence relating to the matter
- Any contracts or agreements involved
- and 1 more
Insurance
Insurance claim documents
- Completed claim form
- Photos of the damage
- Police or incident report
- Repair estimates
- and 1 more
Finance
Mortgage / loan application
- Last two pay stubs
- Last two years of W-2s
- Last two months of bank statements
- Photo ID
- and 1 more
HR & recruiting
New hire paperwork
- Signed offer letter
- Completed W-4
- Completed I-9 with supporting ID
- Direct deposit form or void cheque
- and 1 more