TAX INFORMATION CHECKLIST
Note: This is a list of the most common items you might need to complete your return. Please make sure you compile these items prior to your appointment. Do not forget that it is your responsibility to give us receipts already totaled. We do not need the receipts themselves. PROVIDE US A HARD COPY OF ALL OFFICIAL TAX DOCUMENTS.
PLEASE NOTE: ITEMS WE CAN USE ARE SUBJECT TO CHANGE THROUGHOUT THE SEASON AS THE LAWS CAN STILL CHANGE.
_____1. New clients must have copies of previous federal, state and local returns with depreciation schedules. (If applicable). You must also furnish us with a copy of driver’s license.
_____2. Provide dependent social security number, date of birth, etc. (especially newborns).
_____3. Child care information with provider’s name, address, their EIN or social security number, and the amount paid for each child.
_____4. Proof of medical insurance coverage for you, your spouse, and all dependents. If you receive the premium tax credit, you must provide the 1095A form. Please also bring your 1095 B or C if provided by employer.
_____5. All W-2s.
_____6. All 1099 forms received confirming income from interest, dividends, retirement, social security, disability, unemployment, gambling winnings, etc.
_____7. Adjustments to income, such as IRA contributions and student loan interest.
_____8. If you sold any shares of stock or mutual funds, and basis information is not provided by the broker, detail all activity sold from original purchase date through date of sale. (Year-end summary statements are ideal).
_____9. If you started or are continuing a business, compile all receipts for income, expenses, supplies, purchase of equipment, auto mileage, etc. (a checklist for a Schedule C is also on our website).
_____10. If you turned your house into a rental or purchased a new rental property, compile receipts for income, repairs, mortgage interest, property taxes, HOA fees, utilities, etc. (a checklist for a Schedule E is also on our website).
_____11. Copies of all LLC, Partnership, or Corporation K-1s.
_____12. Medical receipts (including doctors, dentists, chiropractors, prescriptions, counseling, massage therapy, etc.) Do not forget to include medical miles for all medical events. Please total, do not send to us.
_____13. If you purchased, sold, or refinanced real estate, then you must provide the escrow/settlement statement for each transaction. If you received a 1099-S, you must provide us with a copy.
_____14. Car license receipts and sales contracts for the purchase of cars, trucks, motorcycles, RVs, trailers, etc.
_____15. Year-end statement of mortgage interest (form 1098), escrow activity, and real estate taxes paid.
_____16. Receipts for contributions to charities both cash and non-cash and charitable miles driven (Goodwill, Salvation Army, etc).
_____17. Copies of any federal or state tax correspondence received during the year, including all payments made or refunds received.
_____18. Please make sure you can provide the name of your bank, the routing number, and the bank account number for direct deposit. If you have a check, bring it, and you can use it to pay for your services.
_____19. Please have your driver’s license. If you have a spouse, we will need a photocopy of their DL too.
_____20. You may use Venmo, check, cash, or credit/debit card as payment for services rendered. Payment is due at appointment for completion of tax return. Returns are not efiled until payment is received.