Tax Documents Checklist
This is provided to help you by listing the most common items to consider when filing your personal or Small Business tax return, or organize your information for us to prepare your return.
Personal Information
>> Tax return file from prior year if new customer
>> Full name, Social Security Number or (ITIN) for yourself, spouse, and dependents
>> Date of Birth for yourself, spouse and dependents
>> Voided Check (if you want your refund in a Bank Account)
Income Information
>> W2's
>> 1099 - Interest and Dividend Income, Retirement, Annuities, tax refunds, Unemploymet
>> Social Security received
>> Alimony received
>> Gambling income and losses
>> Cost Basis of Securities Sold
>> Rental Property Income
Itemized Deductions (Schedule A)
>> Medical Expenses (Health Care - Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
>>1098 - Mortgage Interest Expense
>> Real Estate Taxes and other taxes paid
>> List of Charitable Contributions
>> Un-reimbursed Job Expenses
>> Union Dues, Job related educational costs, Investment expenses, work uniforms, tax preparation fees
Tax Credit & Deduction Information
>> Child Care Expenses
>> 1098-T Education Tuition Expense
>> Interest Paid on Student Loans
>> Alimony Paid (need Social Security number of recipient)
>> Medical savings account
>> Moving expenses
>> IRA contributions
>> Rental Property Expense & cost basis
>> Adoption expenses
Small Business
>> Total Income (from gross receipts from sales or services)
>> Total Expenses (related to your business)
>> For more information call 209-668-8862
Personal Information
>> Tax return file from prior year if new customer
>> Full name, Social Security Number or (ITIN) for yourself, spouse, and dependents
>> Date of Birth for yourself, spouse and dependents
>> Voided Check (if you want your refund in a Bank Account)
Income Information
>> W2's
>> 1099 - Interest and Dividend Income, Retirement, Annuities, tax refunds, Unemploymet
>> Social Security received
>> Alimony received
>> Gambling income and losses
>> Cost Basis of Securities Sold
>> Rental Property Income
Itemized Deductions (Schedule A)
>> Medical Expenses (Health Care - Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
>>1098 - Mortgage Interest Expense
>> Real Estate Taxes and other taxes paid
>> List of Charitable Contributions
>> Un-reimbursed Job Expenses
>> Union Dues, Job related educational costs, Investment expenses, work uniforms, tax preparation fees
Tax Credit & Deduction Information
>> Child Care Expenses
>> 1098-T Education Tuition Expense
>> Interest Paid on Student Loans
>> Alimony Paid (need Social Security number of recipient)
>> Medical savings account
>> Moving expenses
>> IRA contributions
>> Rental Property Expense & cost basis
>> Adoption expenses
Small Business
>> Total Income (from gross receipts from sales or services)
>> Total Expenses (related to your business)
>> For more information call 209-668-8862
