Documents needed to complete Tax Return
Please make sure to submit requested documents below with your questionnaire. Any required documents not submitted will hold up the return process. If you have any questions please feel free to call, text or email. Thank you!
Please submit copies off all required documents from the list below:
*
Taxpayers Drivers License, ID, School ID, Passport
Income (Ex: W-2, 1099/Self Employment Expense log or summery of income, Business License, Bank Statements)
*
Browse Files
Cancel
of
Name
*
Prefix
First Name
Middle Name
Last Name
Suffix
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Who referred you?
How did you hear about Ideal Tax?
How many dependents under age 17?
How many dependents over age 17?
Filing Status
Single
Married
Head of Household
Married Filing Single
Married Filing Jointly
Widower
Save
Submit
Should be Empty: