Mortgage Interest and Taxes (or Rent) paid for the year Square footage of space dedicated to office use only Number of miles that are Business Miles for the year. Total mileage for the year (all miles including personal) Last four Quarterly Sales Tax Returns filed (or last one if Annual filer)ĭescription of each vehicle used (model, make and year) Year-end loan statements for all loans outstanding during year Year-end credit card statements for all open accounts, reconciled to books Year-end bank statements for all open accounts, reconciled to books Year-End Items Needed for Tax Return PreparationĪccountants Review Copy of your QuickBooks File (or your manual check registers and records if not using QuickBooks) IRA, SEP, SIMPLE and other retirement plan contributions Unreimbursed business of volunteer work expenses Receipts and documentation for all business related expenses Sale of your home or other real estate (form 1099-S) Retirement plan distributions (form 1099-R) Proceeds from broker transactions (form 1099-B) Tax refunds and unemployment compensation (form 1099-G) Interest Income Statements (form 1099-INT & 1099-OID)ĭividend Income Statements (form 1099-DN) Social Security Numbers (including spouse and children)Ĭhild care provider Tax I.D. You should also visit our updated Online Tax Guide for more information. Use this handy checklist to help ensure your professional tax preparer will have all the documents they need to complete your tax return accurately and quickly.
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