TAX PAYER INTAKE

 

 Expense & Deduction Documents 

Especially important if you’re self-employed: 

Business / Self-Employed 

Expense receipts:

Supplies, equipment
Phone & internet (business portion)
Mileage log or vehicle expenses
Rent, home office info
Marketing, software, subscriptions

Business bank statements
EIN (if you have one)

 

 

1099-INT – interest (banks)
1099-DIV – dividends
1099-R – retirement distributions
1099-G – unemployment, state tax refunds
SSA-1099 – Social Security benefits
Rental income records
Alimony received (if applicable)
Cash income records (important if self-employed)

 

Tax Credits (Very Important) 

Child Tax Credit info
Dependent care expenses
Childcare provider EIN/SSN
Health insurance form 1095-A (Marketplace insurance)
Energy credits (solar, energy-efficient home upgrades)

 

 

Mortgage interest (1098)
Property tax records
Charitable donation receipts
Medical expenses (if significant)
Student loan interest (1098-E)
Tuition statements (1098-T)

 

Prior Year Information: 

Last year’s tax return (helps with carryovers & accuracy)
Estimated tax payment records (if you paid quarterly)