Tax Preparation Checklist Documents To Provide
Preparing your taxes is much easier (and faster) when we have the right documents upfront. Use this checklist to gather what applies to your situation. If something doesn’t apply, simply skip it. If anything else is needed, we’ll request it during preparation.
Personal Tax Filing Basic Information Needed
Please provide the following:
- A PDF copy of your most recently filed tax return (required for new clients)
- Social Security numbers and birthdates for:
- Taxpayer
- Spouse
- All dependents listed
- Dependent details (children and other dependents)
- Your current mailing address
- Current email address for taxpayer and spouse (if any)
- County of residency and school district
- Copy of driver’s license (taxpayer and spouse, if any)
- Banking information for:
- Direct deposit of the refund, or
- Direct debit for any taxes due
Income Documents Needed For Tax Preparation
If you received income from any of the sources below, please send the related forms or records:
- W-2 (employment income)
- Last 2 pay stubs from December (Overtime Wage Exclusion)
- W-2G (gambling income)
- 1099-R (pension and/or retirement distributions)
- Alimony received
- Schedule K-1 (Partnerships, S Corporations, Trusts, Estates)
- Rental income and expenses (if you own rental property)
- Lottery and/or gambling winnings
- Interest income statements (example: 1099-INT)
- Dividend income statements (example: 1099-DIV)
- Social Security benefits statement (SSA-1099)
- Prior-year state tax refund amount (if applicable)
- Self-employment income (business income/records)
- 1099-MISC income
- HSA distributions (example: 1099-SA)
- Tips received (if not already included on your W-2)
- Sale of stocks and/or bonds (example: 1099-B + cost basis info)
- Rental income received (if any)
- Royalty income received (if any)
Expenses And Deductions To Gather For Taxes
Share documents for any deductions or tax credits you may qualify for:
- Alimony paid
- IRA contributions (outside of your employer plan)
- Childcare expenses (babysitting/daycare for dependents age 13 and under)
- Mortgage interest statement (Form 1098)
- Any other 1098 forms for the year(s) being filed
- State and local taxes paid
- Job-related expenses (may be limited)
- Student loan interest paid (Form 1098-E)
- Foreign taxes paid
- Property taxes paid (include all homes if multiple properties)
- Tuition and education fees (Form 1098-T, undergraduate/graduate studies)
- Medical, eye care, and dental expenses, including copays
- Charitable donations (cash and non-cash)
- HSA contributions
- FSA (Flexible Spending Arrangement) contributions
Other Tax Documents For Special Situations
Please include any of the following if they apply:
- Any other tax-related documents showing that you received income
- Estimated taxes paid (Federal and State(s))
- Sale of home (Primary, Rental, or Investment property)
- For a home sale, provide:
- Sale-related expenses
- Capital improvements (amounts spent on upgrades/renovations)
What Happens Next After You Submit Tax Docs
Once you submit your documents, we’ll review everything and begin preparing your return. If additional information is needed, we’ll contact you with a simple list of next steps.
Gather your tax documents with confidence—use our checklist and schedule a free filing consultation today online.
Have questions or missing forms? Book a quick online appointment to review your checklist and plan next steps securely.