Tax Preparation Checklist
| Tax Year:__________________
|
| Have | Need | Information & Documents | Notes |
|---|---|---|---|
| Social Security Nos. for all family members | |||
| Exemption info/No. of dependents | |||
| Childcare provider Tax ID/SS No. | |||
| Tax documents from previous year |
Employment & Other Income Received
| Have | Need | Information & Documents | Notes |
|---|---|---|---|
| W-2 Forms from Employer | |||
| 1099 Forms for Self-Employment | |||
| State, Federal, & Local Income Tax Refunds | |||
| Unemployment | |||
| Income from Any Other Source Not Reported |
Expenses Paid
| Have | Need | Information & Documents | $ Amount | Notes |
|---|---|---|---|---|
| Mortgage & Interest | ||||
| Investments/IRA'S | ||||
| Child Care Expenses | ||||
| Automobile Loans/Leases for Business | ||||
| Moving Expenses | ||||
| Education Expenses/Student Loan | ||||
| Medical/Dental Expenses | ||||
| Hostess Gifts/Fees Associated With Orders | ||||
| Phone Bills | ||||
| Internet Access | ||||
| Web Designing Fees | ||||
| Monthly Web Hosting Fees | ||||
| Business Supplies/Biz Cards/Ect. | ||||
| Advertising Costs |