BOOKKEEPING & TAX PREP CHECKLIST 

(This is the information we need to prepare your taxes and bookkeeping needs)

Personal Information:  

• Full legal name  

• Social Security number (SSN)  

• Taxpayer Identification Number (TIN)  

• Date of birth  

• Current address  

• Previous address, if applicable  

• Phone number  

• Email address  

Income:  

• W-2 forms for salary, wages, and/or tips  

• 1099 forms for corresponding types of income  

• Examples: Self-employment, rental, investment income, etc.  

• Schedule K-1 form for partnership, LLC, or S corporation  

• Unemployment compensation statements, if applicable  

• Statements for Social Security benefits   

• Retirement account distributions  

• Example: Forms 1099-R  

• Any documentation of other sources of income  

• Examples: alimony, rental income, royalties, etc.  

  Credits and Deductions:  

• Itemized deduction documentation  

• Examples: Mortgage interest, property taxes, medical expenses, charitable contributions, etc.  

• If self-employed, records of business expenses  

• Education-related expenses and student loan interest  

• Childcare expenses, if applicable  

• Information regarding health insurance coverage  

• Examples: Form 1095-A, 1095-B, 1095-C, etc.  

• Eligible tax credit information  

• Examples: child tax credit, earned income tax credit, etc.  

Additional Information:  

• Bank routing and account numbers for direct deposit or withdrawals  

• Previous year’s tax return  

• Tax notices or related correspondence   

• Any documentation related to significant life events  

• Examples: marriage, divorce, birth, adoption, home purchase, home sale, etc.  

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