6/25/2023 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. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~Īccounting For All now stores all of our documents electronically. Being organized and prepared can make the process smoother and help you reach your money goals. 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) 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 Before starting to fill out the tax form, CNBC advises that you gather the following documents: W-2s, 1099-Rs, your social security number, bank routing. 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 These are the documents youre going to need to collect for tax filing regardless of whether you use a tax professional or file your taxes yourself. Sale of your home or other real estate (form 1099-S) completed item A1 if you were under 18 years old on 30 June 2022 this is. completed your spouses details and provided your signature on your tax return if you have consented to offset part or all of your tax refund against your spouses Family Assistance debt. ![]() Retirement plan distributions (form 1099-R) Personal Information Social Insurance Number Mailing Address Date of Birth Marriage Status Citizenship Back account if you want to set up or update your. completed Spouse details married or de facto if required. Proceeds from broker transactions (form 1099-B) Tax refunds and unemployment compensation (form 1099-G) Here’s an overview of some of the tax documents you may need to gather ahead of filing. 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. 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.
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