Identity & prior-year records
- Government-issued photo identification
- Social Security or ITIN information for everyone included on the return
- Prior-year federal and state tax returns
- Current IRS Identity Protection PIN, if issued
Prepare for your appointment
New Client Tax Checklist
Gather the records that apply to your situation. Having complete information helps us prepare your return accurately and avoid unnecessary delays.
Tax forms & earnings
- Forms W-2, 1099, K-1, SSA-1099, and other income statements
- Brokerage, cryptocurrency, rental, and foreign-income records
- Estimated tax payments and notices received from tax authorities
Expenses that may affect your return
- Forms 1095-A, 1098, 1098-T, and childcare provider information
- Property tax, charitable contribution, and eligible medical-expense records
- Retirement contributions and other documents related to credits or deductions
Books & business records
- Year-end profit and loss, balance sheet, and general ledger
- Business bank and credit-card statements
- Payroll, sales tax, asset purchase, loan, and owner contribution or distribution records
- Entity documents and copies of tax notices
Only upload documents that apply to your situation.
Use Upload Documents in the menu to submit records securely. Additional records may be requested after your initial review.
For your protection, do not send Social Security numbers, tax forms, identity documents, or banking information through email, WhatsApp, text message, or website chat.