Guide
Tax Document Checklist
Here's what to gather before you file. Have these ready and your return moves faster — most can be uploaded securely from your phone.
Identity
- Photo ID for you (and spouse)
- Social Security cards or ITIN letters for everyone on the return
- Last year's tax return (new clients)
- Bank routing + account number for direct deposit
Income
- W-2s from all jobs
- 1099-NEC / 1099-K / 1099-MISC (self-employment, gig, platforms)
- 1099-INT / 1099-DIV / 1099-B (interest, dividends, investments)
- 1099-G (unemployment), SSA-1099 (Social Security)
- K-1s (business/partnership income)
Deductions & credits
- 1098 (mortgage interest), 1098-T (tuition), 1098-E (student loan)
- 1095-A if you had Marketplace health insurance
- Childcare provider info + amounts
- Charitable donation records
- Business expense records + mileage log (self-employed)
Notices
- Any IRS or state letters/notices (all pages)
- IRS IP PIN if you were issued one
FAQ
What if I'm missing a W-2?
File on time anyway — we can often work from your final pay stub and follow up. Ask us; don't just wait.
Do I need last year's return?
For new clients it helps us carry forward important details and catch missed items. Bring it if you can.
Can I upload from my phone?
Yes. We send a secure link — please don't text or email SSNs or IDs.
This guide is general information, not tax advice for your specific situation. A human preparer reviews your facts before any return is filed.