High-Net-Worth Tax Preparation Checklist

Streamline Tax Preparation for High-Net-Worth Clients

For accountants, tax professionals, and wealth managers serving high-net-worth individuals, gathering complete and accurate financial information is critical—but it's often scattered across investment accounts, trusts, charitable foundations, and multiple advisors. This High-Net-Worth Tax Preparation Checklist brings structure to the process, ensuring nothing is overlooked and reducing back-and-forth during filing season.

Built for complex financial portfolios

This template is designed specifically for clients with diverse income streams—capital gains, dividends, rental properties, trust distributions, K-1s from partnerships, foreign accounts, and substantial charitable giving. By collecting everything in one organized form, tax preparers can work more efficiently while clients get a clear picture of what's actually needed.

The checklist covers personal information, income sources, investment activity, trust and estate details, deductions, charitable contributions, retirement accounts, and business interests. Conditional logic reveals follow-up questions based on what applies, so clients only see what's relevant to their situation.

From intake to workflow automation

Paperform lets you customize this template to match your firm's brand and process, then embed it on your website or send it as a secure link. Once submitted, use Stepper to automatically route information to your practice management software, send follow-up reminders for missing documents, or trigger task assignments within your team—turning a static checklist into a living workflow.

For clients who need to sign engagement letters or consent forms, Papersign integrates seamlessly, keeping signatures and supporting documents connected to the original submission for a complete audit trail.

Trusted by tax professionals and wealth advisors

Whether you're an independent CPA, part of a boutique tax firm, or managing client services at a wealth advisory practice, this template helps you deliver a more organized, professional experience. Paperform is SOC 2 Type II compliant and offers data residency controls, giving you and your clients confidence that sensitive financial information is handled securely.

Reduce the chaos of tax season and give your high-net-worth clients a better way to prepare with Paperform.