Documents needed to complete Tax Return

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Current ClientNew Client
If new, how did you hear about us?
Preparing For Your Appointment

We are pleased you have chosen AmeriTax & Accounting for your income tax preparation. To prepare for your appointment, please make sure to submit requested documents below with your questionnaire, or bring them with you at your appointment time. Any required documents not submitted may 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:

Taxpayer(s) Drivers License {New Clients Only}Taxpayer(s) Social Security Cards {New Clients Only}All Dependents Social Security Cards {New Clients Only or New Family Additions}
If you wish to securely upload any of these documents now, you may do so.

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Name

First NameLast Name
Birthdate

MonthDayYear
Date
Social Security Number
Email
example@example.com
Phone Number

Area CodePhone Number
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Will You Be Filing A Joint Return With Your Spouse

YesNoUnsure
Select Your Filing Status

Single > Not MarriedMarried > Filing JointlyMarried > Filing SeparatelyOther/Unsure
Spouse's Name (If Applicable)

First NameLast Name
Social Security Number
Spouse's Birthdate

MonthDayYear
Date

Did you have child care expenses?

YesNoUnsure
Name, Address & Tax I.D. (SSN or EIN) for child care provider
Child Care Notes:
Were you, your spouse, or any of your dependents in college?

YesNo
If you had dependents in college, be sure to bring all tuition statements and out of pocket expenses.
Upload Tuition Statements

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College Notes:

If you are getting a refund, would you like to:

Have your tax preparation fees deducted from your refund? (Additional bank fee applies)Receive direct deposit of refundReceive paper check of refundUnsure
If selecting direct deposit, provide your banking details.
Bank Name:
Routing Number
Account Number
Account Type

SavingsChecking

If you are a new client, we will want to see your last year's tax return. Please upload below, or bring to your appointment.
Previous Year's Tax Return

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Preparing For Your Appointment