Gather Your Documents
The Internal Revenus Service (IRS) requires tax prepare to make a file for every customer and request certain documents.
In order to get you ready for tax season, let go over the requirements.
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Personal Information
- State Identification or Driver's License for Everyone on your Return
- Social Security number or individual tax ID number (ITIN) for Everyone on your return.
- Make sure your name is the name on record with the Social Security Administration - notify SSA if you change your name.
- Bank account and routing numbers to get a refund or pay by direct deposit
- Last years Tax Return, if you did not file with us. Return should include your adjusted gross income (AGI) and exact refund amount from your last tax return.
- Your current address — notify IRS if you changed your address
- If you e-filed last year with another company, your self-select PIN (should be on last years tax return)
- If you were a victim of identity theft, your IP PIN, this is required in cases of identity theft.
How did you earn money?
- W-2 - For Employees who earn a wage for working
- 1099-NEC - Non Employee Compensation
- Freelancers & Independent Contractor who earned $600 or more and do Gig work.
- Examples: (Uber, Lyft, Instacart, Courier Job, etc.)
- 1099-K - Business who used a merchant to process their payments - 3rd Party Processors or Merchants
- Square, Stripe, Cash App, QuickBooks, etc.
- Most Common other 1099s include:
- 1099 - G - Unemployment Benefits
- 1099-INT - Interest Income (Bank or Brokers)
- 1099 - R - Railroad Plan Distributions
- 1099 - SSA - Social Security Benefits
Statements
Banks, payments apps, card processor or online marketplaces
Checks Paid
to You
Receipts & Mileage Log
include Travel, gift and car expenses
Record of Deductible Expenses
include estimate tax payment paid
Also see What kind of records should I keep on IRS website.
Child Care or Dependent Care Expenses
Provider Information
Mortgage or Property
Tax Records
Donations
Healthcare Expenses
includes Doctors visits, surgery, contribution to HSA or FSA
Also include retirement contributions, education expenses for students or teachers ( including receipts for books, tuition and other expenses.