top of page

DOCUMENT CHECK LIST

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)

  • Letter 6419 - Advance Child Tax Credit payments received

  • Letter 6475 - Total amount of the third Economic Impact Payment received

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.    

  • Details of meals and entertainment expense 

  • 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 

bottom of page