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Tax Checklist

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Personal Information

  • Driver's License or State Identification

  • Social Security Card for all tax filers and dependents

  • Date of Birth for all tax filers and dependents

  • Filing Status (ask your tax preparer if you are unsure)

  • Mailing Address

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Deductions

  • Self Employed or applicable LLC Expenses

  • Charitable Cash Donations (Tithes and Offering to Church, etc)

  • Non-Cash Donations (Goodwill, Thrift Stores, etc.)

  • Daycare Expenses

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Payments

  • Additional payments to IRS or State Agencies

  • Quarterly payments on Self Employed business or LLC

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Income

  • W2s

  • 1099s (Self-Employment or Contractor)

  • 1099-R (Retirement and Pensions)

  • 1099-G (Unemployment Compensation, Past State tax refunds)

  • Gross Cash earnings

  • Merchant Services Payouts (PayPal, Square, QuickBooks, etc)

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Credits

  • College Education (Tuition, Books, Housing, etc)

  • Retirement Contributions

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