This information tells the IRS exactly who’s filing, who is covered in your tax return, and where to deposit
your tax refund.

• Prior year’s individual income tax return
• Social Security numbers for every family member
• Birthdate for every family member
• Photo identification like driver’s licenses or military ID cards
• Bank account details
• Child care provider employer identification number (EIN, if applicable)

• Last year’s corporate tax return (Form 1120)
• Employee Identification Number (EIN), if applicable
• Partnership agreements, if applicable
• Change in ownership information, if applicable
• Business bank account details (routing number, branch number, account number)

• W-2 forms from any employers
• IRS 1099 forms, as applicable, including:
  • Form 1099-G (unemployment compensation)
  • Form 1099-NEC (non-employee compensation)
  • Form 1099-INT (interest income statements)
  • Form 1099-DIV (dividend income statements)
  • Form 1099-R (retirement income)
• IRS Schedule K-1 (Form 1065) for partnership income
• Income from rental properties

• Receipts for medical expenses
• Primary residence documents including form 1098 (Mortgage Interest Statement), property tax records, and expenses related to energy-saving improvements
• Receipts for childcare expenses paid
• Receipts for charitable donations
• Receipts for rental property expense

• Profit and loss statement
• Balance sheet

• Business vehicle-use mileage log
• Home office details (size, rental payments, utility bills)
• Capital asset purchase receipts
• Estimated Tax Payments
• IRS Estimated Tax payment receipts (Form 1040-ES)