Tax Appointment Check List



Tax Appointment Checklist

o Personal information – ID & Social Security Cards or ITIN’s required

• Last years income tax if you are a new client or skipped a year

• Name, address, Social Security number and Date of Birth for all

• Dependent Provider, Name, Address, Tax ID and S.S.N.

• Banking information if Direct Deposit Required

o Supporting Documents for Dependent Children (ages 0-23)

• PROOF OF RELATIONSHIP - Birth certificate or other official document for each person to connect the relationship

• PROOF OF RESIDENCE – More than 6 months in taxpayer’s home for the filing year

• PROOF OF COLLEGE - if under age 24 at the end of the year. (1098-T plus receipts)

• PROOF OF SUPPORT – IF FILING AS HEAD OF HOUSEHOLD - Must show proof of more than 50% support for home where living with qualifying child or parent if claiming Head of Household

o Income Data Required -

• Wages, Tips, and/or Unemployment

• Interest and/or Dividend Income

• State/Local income tax refunded

• Social Assistance Income

• Pension/Annuity/Stock or Bond Sales

• Contract/Partnership/Trust/Estate Income

• Gambling/Lottery Winnings and Losses/Prizes/Bonus/Lawsuits

• Alimony Income

• Rental Income plus expenses

• Self-Employment – 1099-Misc., License or Permits or Bank Statements plus Expense Logs

• Foreign Income

o Expense Data Required -

• Dependent Care Costs

• Education/Tuition Costs/Materials Purchased

• Medical/Dental

• Mortgage/Home Equity Loan Interest/Mortgage Insurance

• Employment Related Expenses (not available for 2018)

• Gambling/Lottery Expenses

• Tax Return Preparation Expenses

• Investment Expenses

• Real Estate Taxes

• DMV License Renewal Fee (bring the renewal statement)

• General sales tax paid for large purchase items

• Estimated Tax Payments to Federal and State Government and Dates Paid

• Home Property Taxes

• Charitable Contributions Cash/Non-Cash

• Purchase qualifying for Residential Energy Credit

• IRA Contributions/Retirement Contributions

• Home Purchase/Moving Expenses

This checklist might not cover all necessary items for your tax return in particular and additional information or documents might be required in order to complete your tax return. Call us if any other questions you may have.

If you use your cell phone to send us documents, please download a free cell phone SCAN application. We DO NOT accept cell phone PHOTOS.

LAURA’S INCOME TAX & BUSINESS SERVICES

4309 Peck Road, Suite 3, El Monte, CA 91732

Tel.: (626)442-9721, (626)442-9077, (626)228-0076

Fax: (626)228-0078

Email: info@

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