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Individual Tax Checklist
*
Required
Social Security Number & Date of Birth
All W-2 Forms from Employers
All 1099 Forms (Interest, Dividends, etc.
Mortgage Interest Statements
Chariable Donation Statements
Property Tax Statements
Medical Expense Records
Education-Related Expenses
Dependent Information (Name & SSN)
Prior Year Tax Return
Checklist
Schedule C Checklist (Self-Employed)
*
Required
Business Name & EIN/SSN
Gross Income Records & Invoices
Cost of Goods Sold Documents
Office Supplies & Equipment Receipts
Copy of Office Supplies & Equipment Receipts
Home Office Expense Details
Vehicle Mileage & Fuel Receipts
Meals & Entertainment Receipts
Professional Fees & Subscriptions
Estimated Tax Payment Made
Prior Year Schedule C and Business Return
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