Resources
Tax preparation checklist
Find the sections that match your year and gather what you can. A photo, an Excel worksheet or a PDF all work.
Start with what you have
You don’t need everything before you start. We’ll ask for the rest when we review your files.
Please don’t email Social Security numbers or tax documents. We’ll send you a secure upload link first.
Everyone
- Photo ID for you (and your spouse, if filing jointly)
- Social Security numbers for everyone on the return
- Last year's tax return, if you have it
- W‑2s from every employer
- Interest statements (1099‑INT)
- Bank account and routing number for direct deposit
- Estimated tax payments you made this year
Families & homeowners
- Children's names, dates of birth and Social Security numbers
- Child care provider's name, address and amount paid
- Mortgage interest statement (1098)
- Property tax paid
- Charity donation receipts
- Tuition statement (1098‑T)
- Marketplace health insurance form (1095‑A), if you have one
Self-employed & gig work
- 1099‑NEC, 1099‑K and other 1099s
- Income and expense records
- Records of equipment or vehicles used for work
- Mileage log, if you drive for work
- Home office measurements, if you work from home
Investors & landlords
- Brokerage statements (1099‑B)
- Dividend statements (1099‑DIV)
- Cryptocurrency transaction history
- Rental income and expenses
- Closing statements for property bought or sold
Businesses
- Financial statements (profit and loss, balance sheet)
- Payroll reports and W‑2/1099 forms issued
- Formation documents and EIN
- Last year's business return
- Asset purchases and sales during the year
IRS letters
- The notice or letter itself, every page
- The tax returns it mentions
- Bank and financial records for that year
- Any letters you've already sent the IRS
Got your papers together? The next step takes about a minute.
Start your returnReady to hand over your taxes?
Book a free consultation or start your return. We reply to every request within 24 hours.