6/27/2023 0 Comments Tax documents checklistThen contact us via e-mail for a link to a secure portal that will allow you to send your documents to us safely. We encourage you to give us your tax documents in electronic format versus paper, so if you are willing to fire up that new scanner and set it to 300 dpi Black and White, go ahead and scan in all those W-2’s, 1099’s, Charitable Contribution lists and whatever else you usually give us in order to prepare your taxes. Mortgage Interest and Taxes (or Rent) paid for the year Square footage of space dedicated to office use only Number of miles that are Business Miles for the year. Total mileage for the year (all miles including personal) Last four Quarterly Sales Tax Returns filed (or last one if Annual filer)ĭescription of each vehicle used (model, make and year) RRSP contribution receipts Rental income and expense receipts Charitable donations Political contributions Support for a child, spouse or common-law partner. Year-end loan statements for all loans outstanding during year Year-end credit card statements for all open accounts, reconciled to books Year-end bank statements for all open accounts, reconciled to books Year-End Items Needed for Tax Return PreparationĪccountants Review Copy of your QuickBooks File (or your manual check registers and records if not using QuickBooks) IRA, SEP, SIMPLE and other retirement plan contributions Unreimbursed business of volunteer work expenses Receipts and documentation for all business related expenses Each year, employers must send Copy A of Forms W-2 (Wage and Tax Statement) to Social Security to report the wages and taxes of your employees for the previous. Use this checklist from H&R Block to get prepared and store any relevant documents in a central location so youre ready for your accountant, TurboTax. Sale of your home or other real estate (form 1099-S) Retirement plan distributions (form 1099-R) Proceeds from broker transactions (form 1099-B) Tax refunds and unemployment compensation (form 1099-G) Interest Income Statements (form 1099-INT & 1099-OID)ĭividend Income Statements (form 1099-DN) Social Security Numbers (including spouse and children)Ĭhild care provider Tax I.D. You should also visit our updated Online Tax Guide for more information. Originals or Photos Official tax documents (w2s, 20199s, etc.) Yes. Its also ideal to have your past two tax returns on hand to help provide additional clarity if you get stuck. Personal information documents include your driver’s license and your social security card. Use this handy checklist to help ensure your professional tax preparer will have all the documents they need to complete your tax return accurately and quickly. Required Information Social Security Card or ITIN Paperwork. When filing taxes, the average taxpayer needs to contend with two types of documents: personal information documents and tax forms.
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