Documents needed to complete Tax Return

Tax Preparation Checklist

The requirements for filing your taxes vary based on your individual situation, which can be complicated to navigate. We're here to assist you every step of the way! Before submitting your client intake form, please review the checklist below to identify the tax documents and forms relevant to your specific situation. Use this checklist to make sure you have all the required documents ready for submission.
Sign Up for IDme!

Click here to sign up for an IRS account

Q: Why do I need to sign up for ID me?
A: IRS now offers a sign-in option with ID.me, which offers access to IRS online services with a secure account that protects your privacy. It will allow you to access your child tax credit and stimulus notices without having to wait for them in the mail. Also, it will allow us to access past tax returns and notifications if necessary.
Please submit copies of all required documents from the list below:

Taxpayers Driver's LicenseTaxpayers Social Security CardsAll Dependents Social Security CardsProof of residence (Ex: lease agreement, current mail with mailing address)Healthcare Card for Taxpayer/DependentsIncome (Ex: W-2, 1099/Self Employment Expense log or summary of income, Business License, Bank Statements)
Personal Information
This section covers the personal information needed to file your taxes.
Dependent's Information
If you are a parent or caregiver, you will need the following information before filing your tax return.
Income Documentation
Employed
Unemployed
Self-Employed
Rental Income
Retirement Income
Savings & Investments or Dividends
Other Income and Losses
Deduction Documentation

You likely won't need all of the documents listed below for your return. Mark off the ones that are relevant to your tax situation.
Home Ownership
Charitable Donations
Medical Expenses
Health Insurance
Childcare Expenses
Educational Expenses
Educator Expenses (K-12 Educators)
Retirement & Other Savings
Federally Declared Disaster
If you have any questions or concerns, don't hesitate to contact us at info@reliablebooksservices.com
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Tax Preparation Checklist

Personal Information

Dependent's Information

Income Documentation

Deduction Documentation

If you have any questions or concerns, don't hesitate to contact us at info@reliablebooksservices.com