Tax Preparation Document Checklist

To help ensure your tax return is prepared accurately and efficiently, please gather the documents that apply to your situation. Not all documents listed below may apply to every taxpayer.

Personal Information

Please provide the following basic information:

Government-issued photo ID
Social Security Number (SSN) or ITIN for you, your spouse, and dependents
Date of birth for all individuals on the return
Last year’s tax return (if available)
Bank account and routing number for direct deposit of refunds

Income Documents

Bring all documents that show income received during the tax year.

Common income documents include:

Form W-2
Form 1099's

Self-Employment or Business Documents

If you are self-employed or own a business, please provide:

Business income records
1099 forms received
Profit and loss statement
Business expense records
Receipts for business purchases
Mileage records
Home office expenses
Business bank statements
Business credit card statements
Previous year business tax return

Dependent & Family Information

If claiming dependents, please bring:

Social Security numbers for dependents
Birth certificates (if requested)
Childcare provider information
Childcare expense records
Form 1098-T for education expenses
Student loan interest statement (1098-E)

Health Insurance Documents

If applicable, please provide:

Form 1095-A – Health Insurance Marketplace statement
Form 1095-B or 1095-C – Health coverage information

Homeownership & Property Documents

If you own a home or property, bring:

Form 1098 – Mortgage interest statement
Property tax statements
Mortgage insurance statements
Records of home purchase or sale
Home improvement records (if applicable)

Credits & Deductions

Documents that may qualify you for tax credits or deductions include:

Childcare expenses
Education expenses
Charitable donation receipts
Medical expense records
Property tax payments
Retirement contributions
Energy-efficient home improvement receipts