All Taxpayers
- Last Year’s Tax Returns
- Birthdate’s and SS numbers for Dependents
- W-2’s from all Employers
- W-2G’s from Gambling Income
- 1099-MISC for Sub-Contracting
- 1099-INT or DIV for Interest and Dividends
- 1099-B for Investment Accounts/Sale of Stock
- 1099-A or C for Debt Cancellation or Foreclosure
- 1099-G for Unemployment Benefits
- 1099-R for IRA or Pension Distributions
- Purchase Records for Stock Sold in 2013
- Form SSA for Social Security Benefits
- K1 Forms from Partnerships, Trusts or S-Corps
- Employee Expenses (more than 2% of income)
- Rental Income and Expenses including History of Depreciation, if new client
- Jury Duty Pay
- Sole Proprietorship/DBA Income/Expense (See Separate List)
- Educators Deductions
- Alimony Paid or Received
- IRA or SEP or Simple Plan Contributions
- Tuition and Expense Paid for College
- Student Loan Interest Paid
- Moving Expenses (>10% of income)
- Medical Expenses (over 7.5% of income)
- Property Tax Paid
- Mortgage /Equity Loan Interest Paid
- Interest on a Boat/Cottage/Camper
- Sales Tax Paid/ Auto/ Boat / Plane/ Camper
- Closing Statements for Home Purchase/Sale
- Charitable Contributions – Cash/ Check
- Non-Cash Contribution – Purchase Value
- Daycare or Babysitting Expenses (w/provider information, name, address, EIN/SSN)
- Adoption Expenses
- Estimate Tax Payments
DBA and Contractor Income / Expenses (Schedule C)
- Gross Income (without sales tax, money actually collected, not just billed)
- Beginning and Ending Inventory
- Inventory Purchases
- Personal Items removed from Inventory
- Business interest earned (1099 forms)
- Accounting Expense
- Advertising Expense
- Auto Expense (mileage or actual costs)
- Bank or Credit Fees
- Commission/ Contractors Paid
- Depreciation Records and Costs of Assets added in 2012, with date, amount and cost
- Dues and Subscriptions
- Record of any Assets Sold
- Insurance Expense, Liability, Comp, DBL, Bonds
- Interest on Loans or Credit Cards used only for Business Purchases
- Janitorial Expense
- Legal Expenses
- Office Expenses
- Permits and Licenses
- Rent Expense
- Repairs/Maintenance
- Supply Expenses
- Taxes Paid
- Utilities Expense
- Wages Pain (including payroll records and returns)
- Office in Home % and expenses if applicable
Rental Property Income/Expenses (Sch. E)
- Incomer received from all sources, by property
- Advertising
- Administrative Costs
- Travel (mileage)
- Insurance
- Interest
- Taxes
- Repairs and Maintenance
- Utilities
- Water
- Depreciation Records, prior years and current year assets purchased with dates and amounts
