WHAT TO UPLOAD

WHAT SHOULD I BRING TO MY APPOINTMENT?

What you need to file your taxes varies depending on your situation. If it does not apply to you then skip to what does.

For example: If you’re a self-employed college student, you may need 1099 and 1098-T forms to file your taxes. However, if you weren’t in college and only received a W-2, you could skip those tax documents.

Use the checklist below to find the tax documents and forms you'll need to get started.

Personal Information

ALL TAX PAYERS WILL NEED THE FOLLOWING TO FILE THEIR TAXES:

  • Your social security number or tax ID number

  • Your spouse’s full name, social security number or tax ID number, and date of birth

  •  Information about your stimulus payment — also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount

  •  Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS

  •  Voided Check or Screenshot of your Account & Routing numbers
    (To receive your refund via direct deposit or pay your balance due in cash)

  • Your previous year Tax RETURN

  • IRS forms from 2021

Dependent(s) Information

  •  Dates of birth and social security numbers or tax ID numbers

  •  Childcare records (including the provider's tax ID number) if applicable

  •  Income of dependents and of other adults in your home

  •  Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)

Sources of Income


Many of these forms won’t be needed to file taxes every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity.

  • Employed

  •  Forms W-2 form (s)

  • Unemployed

  •  Unemployment (1099-G) form

Self-Employed

(See, Small Business Tax Checklist below)

  •  Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC

  •  Records of all expenses — check registers or credit card statements, and receipts

  •  Business-use asset information (cost, date placed in service, etc.) for depreciation

  •  Office in home information, if applicable

  •  Record of estimated tax payments made (Form 1040–ES)

  • Rental Income

    •  Records of income and expenses

    •  Rental asset information (cost, date placed in service, etc.) for depreciation

    •  Record of estimated tax payments made (Form 1040–ES)

  • Retirement Income

    •  Pension/IRA/annuity income (1099-R)

    •  Traditional IRA basis (i.e., amounts you contributed to the IRA that were already taxed)

    •  Social security/RRB income (SSA-1099, RRB-1099)

  • Savings & Investments or Dividends

    •  Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)

    •  Income from sales of stock or other property (1099-B, 1099-S)

    •  Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)

    •  Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)

    •  Expenses related to your investments

    •  Record of estimated tax payments made (Form 1040–ES)

    •  Transactions involving cryptocurrency (Virtual currency)

  • Other Income & Losses

    •  Gambling income (W-2G or records showing income, as well as expense records)

    •  Jury duty records

    •  Hobby income and expenses

    •  Prizes and awards

    •  Trust income

    •  Royalty Income 1099–MISC

    •  Any other 1099s received

    •  Record of alimony paid/received with ex-spouse’s name and SSN

    •  State tax refund

The types of deductions you can take depend a lot on your life situation.

  • Home Ownership

  •  Forms 1098 or other mortgage interest statements

  •  Real estate and personal property tax records

  •  Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)

  •  All other 1098 series forms

  • Charitable Donations

    •  Cash amounts donated to houses of worship, schools, other charitable organizations

    •  Records of non-cash charitable donations

    •  Amounts of miles driven for charitable or medical purposes

  • Medical Expenses

    Amounts paid for healthcare, insurance, and to doctors, dentists, and hospitals

  • Health Insurance

    •  Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)

  • Childcare Expenses

    •  Fees paid to a licensed day care center or family day care for care of an infant or preschooler

    •  Amounts paid to a baby-sitter or provider care of your child under age 13 while you work

    •  Expenses paid through a dependent care flexible spending account at work

  • Educational Expenses

    •  Forms 1098-T from educational institutions

    •  Receipts that itemize qualified educational expenses

    •  Records of any scholarships or fellowships you received

    •  Form 1098-E if you paid student loan interest

  • K-12 Educator Expenses

    •  Receipts for classroom expenses (for educators in grades K-12)

  • State & Local Taxes

    •  Amount of state and local income or sales tax paid (other than wage withholding)

    •  Invoice showing amount of vehicle sales tax paid and / or personal property tax on vehicles

  • Retirement & Other Savings

    •  Form 5498-SA showing HSA contributions

    •  Form 5498 showing IRA contributions

    •  All other 5498 series forms (5498-QA, 5498-ESA)

  • Federally Declared Disaster

    •  City/county you lived/worked/had property in

    •  Records to support property losses (appraisal, clean-up costs, etc.)

    •  Records of rebuilding/repair costs

    •  Insurance reimbursements/claims to be paid

    •  FEMA assistance information

    •  Check the FEMA Website to see if your county has been declared a federal disaster are

Types of Deductions

Small Business Tax Checklist

  • Income

    • Gross receipts from sales or services

    • Sales records (for accrual-based taxpayers)

    • Returns and allowances

    • Business checking/savings account interest (1099-INT or statement)

    • Other income

  • Cost of Goods Sold (if applicable)

  • Inventory

  • Beginning inventory total dollar amount

  • Inventory purchases

  • Ending inventory total dollar amount

  • Items removed for personal purposes

  • Materials & Supplies

  • Expenses

    1. Advertising

    2. Phones (landline, fax or cell phones related to business)

    3. Computer & internet expenses

    4. Transportation and travel expenses

      • Local transportation

        • Business trip log (mileage)

        • Contemporaneous log or receipts for public transportation, parking, and tolls

        • Travel away from home

    5. Airfare or mileage/actual expense if drove

    6. Hotel

    7. Meals, tips

    8. Taxi, tips

    9. Internet connection (hotel, Internet café etc.)

    10. Other

    11. Commissions paid to subcontractor

      • File Form 1099-MISC and 1096 as necessary

    12. Depreciation

      • Cost and first date of business use of assets

      • Records relating to personal use of assets

      • Sales price and disposition date of any assets sold

    13. Business Insurance

      • Casualty loss insurance

      • Errors and omissions

      • Other

    14. Interest Expense

      • Mortgage interest on building owned by business

      • Business loan interest

      • Investment expense and interest

    15. Professional Fees

      • Lawyers, accountants, and consultants

    16. Office Supplies

      • Pens, paper, staples, and other consumables

    17. Rent Expense

      • Office space rent

      • Business-use vehicle lease expense

      • Other

  • Office-In-Home

    • Square footage of office space

    • Total square footage of home

    • Hours of use, if operating an in-home daycare

    • Mortgage interest or rent paid

    • Homeowner's or renters' insurance

    • Utilities

    • Cost of home, separate improvements and first date of business use

    • Wages Paid To Employees

      • Form W-2 and W-3

      • Federal and state payroll returns (Form 940, Form 941, etc.)

      • Employee benefit expenses [This needs to be left-aligned with "Wages paid to employees"]

      • Contractors

      • Form 1099-MISC/ Form 1096

  • Other Expenses

    • Repairs, maintenance of office facilities, etc.

    • Estimated tax payments made

    • Other business-related expenses

      • Health insurance [This needs to be left-aligned with "Other expenses"]

      • Premiums paid to cover the sole-proprietor and family

      • Premiums paid on behalf of partners and S corporation shareholders

      • Information on spouse's employer provided insurance

THANK YOU FOR YOUR BUSINESS!