Use this checklist to upload your documents quickly and avoid delays in processing your tax return. If you’re unsure about an item, upload what you have — we’ll review everything and let you know what’s still needed.

PERSONAL TAX RETURN (FORM 1040)

• Government-issued photo ID
• Social Security numbers for all taxpayers and dependents
• Prior-year tax return (new clients only)
• W-2 forms
• 1099 forms (NEC, MISC, INT, DIV, B, G, R, SSA, etc.)
• Health insurance forms (1095-A, 1095-B, or 1095-C)
• Brokerage statements
• Retirement income statements
• K-1s (if applicable)

SELF-EMPLOYED / 1099 INCOME

• 1099-NEC or income summary
• Profit & loss statement or income/expense totals
• Business expense categories
• Mileage total (if claiming vehicle use)
• Home office information (if applicable)
• Equipment or asset purchases

HOMEOWNERS

• Mortgage interest statement (Form 1098)
• Real estate tax totals
• Closing disclosure (if you bought, sold, or refinanced)

RENTAL PROPERTY

• Rental income totals
• Expense totals by category
• Mortgage interest statement (Form 1098)
• Property tax totals
• Insurance expenses
• Closing statement for property purchases or sales

DEPENDENTS & TAX CREDITS

• Childcare provider name, address, and EIN/SSN
• Form 1098-T (tuition statement)
• Student loan interest (Form 1098-E)
• Education expenses
• Adoption expenses (if applicable)

DIRECT DEPOSIT / PAYMENT INFORMATION

• Bank routing number
• Bank account number
OR
• Voided check

Don’t have everything yet? Upload what you have — we’ll review your file and tell you exactly what’s still needed.