Taxpayer Checklist

Get your taxes done right. Use our individual taxpayer checklist to ensure you have everything you need.

  • I. Personal Information

    • Full name
    • Social Security number
    • Date of birth
    • Occupation

    II. Income

    • W-2s
    • 1099s (if any)
    • Rental income (if any)
    • Investment income (if any)
    • Unemployment compensation (if any)
    • Social Security benefits (if any)
  • III. Deductions and Credits

    • Mortgage interest statement
    • Property tax statements
    • Charitable donations (cash and non-cash)
    • Medical and dental expenses
    • Education expenses
    • Childcare expenses
    • Retirement contributions
    • Business expenses (if self-employed)

    IV. Other Information

    • Prior year tax return
    • Estimated tax payments made
    • Notices received from the IRS or state tax agencies

Note: This is just a sample checklist and the documents required may vary depending on the client’s specific situation. It’s always best to consult with a tax professional for guidance.

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“Maximize your deductions and minimize your stress. Get organized with our business tax prep checklist.”

-LaRhonda Hampton