Tax Prep Checklists
Individuals
- Social Security Cards, Birth Certificates/Dates, & Identification for you, your spouse & dependents
- Last Years Federal & State Tax Returns (if we did not prepare for you)
- Wage & Earning Statements - Form W-2,W-2G, 1099's, etc.
- Income & Expenses from Rentals Income from Partnerships, S-Corps, Trusts, and Estates -Schedule K-1
- Bank Routing & Account Numbers
- Child Care Expenses & Provider Information
- Medical, Eye Care, and Dental Expenses - including all co-pays
- Cash & Non-cash Charitable Contributions
- Mortgage or Home Equity Loan Interest Paid - Form 1098
- Real Estate & Personal Property Taxes - vehicle registration fees
- Tuition & Education Fees - Form 1098 T Student Loan Interest - Form 1098 E
- Estimated Taxes State & Local Tax Payments
- Any & All Forms 1095-A, 1095-B or 1095-C received (Healthcare Information)
Business/Corporation
- A copy of last year's Federal and State tax returns
- Articles of incorporation, partnership agreement, etc.
- Copy of current period balance sheet, income statement, trial balance and general ledger
- Prior year financial statements
- List of all business owners including: Name, social security numbers, address, % of ownership, date ownership acquired and detail of distributions
- Schedule of owner fringe benefits received
- Schedule of loans to/from owners including loan agreements
- Details of any related party transactions
- Copies of all payroll forms and 1099 forms for the year
- Amounts of any estimated tax payments
- Listing of interest and dividend income
- Vehicle information and use including vehicle leases
- Information on any employee benefit plans including retirement plans, health insurance, etc.
- Any Internal Revenue Service and Department of Revenue correspondence received during the year
- List of any activities in other states
- Details of fixed assets and depreciation schedules