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Document Checklist
The document checklist for a smooth tax season.
Gather W-2s, 1099s (NEC, MISC, INT, DIV, B, R, SA), K-1s from partnerships and S Corps, brokerage year end statements, mortgage interest 1098s, property tax bills, charitable contribution receipts, HSA and FSA activity, student loan interest 1098-E, tuition 1098-T, childcare provider EIN and totals, business mileage logs, home office square footage, and prior year federal and state returns. Business clients should add year end financials, depreciation schedules, and payroll summaries.
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