Document Request & Upload Checklist
Please upload every document that applies. If an item does not apply to you, leave the upload slot empty and tick "Not applicable". We cannot begin your return until the required items are complete. Upload PDFs or clear photos — each file must be legible and show the full page.
Section 1 — Identity & Prior Year (required for new clients)
Government-issued photo ID for taxpayer (and spouse if MFJ):
Social Security / ITIN cards for taxpayer, spouse, and all dependents:
Prior-year federal and state tax returns (full PDF, including schedules):
IRS Identity Protection PIN letter (CP01A), if you were issued one:
Section 2 — Income Documents
All W-2 wage & tax statements:
1099-NEC / 1099-MISC (self-employment, freelance, rent paid to you):
1099-INT (interest) and 1099-DIV (dividends) from all accounts:
1099-B consolidated brokerage statements (with cost basis):
1099-R (IRA, pension, 401(k) distributions):
SSA-1099 (Social Security benefits):
Schedule K-1 (partnership / S-corp / trust):
1099-G (unemployment, state tax refund received):
Cryptocurrency exchange annual report / 1099-DA:
Section 3 — Self-Employed / Business
Profit & loss statement (P&L) for the year:
Balance sheet as of year-end:
Bank statements for all business accounts (12 months):
Credit card statements used for business:
Receipts for major equipment purchases (over USD 2,500):
Mileage log or vehicle business-use records:
Payroll reports (941, W-3, state UI) and W-2s issued to employees:
Section 4 — Deduction & Credit Support
Form 1098 — mortgage interest statement:
Property tax bills / payment receipts:
Charitable donation receipts (cash and non-cash) and Form 8283 if over USD 500:
Medical expense receipts (if you itemize):
Form 1098-T (tuition) and 1098-E (student loan interest):
Childcare provider statement (name, address, EIN/SSN, amount paid):
Form 1095-A (Health Insurance Marketplace):
HSA / FSA year-end statements (Form 5498-SA, 1099-SA):
IRA / retirement contribution confirmations:
Section 5 — Estimated Payments & Government Notices
Proof of quarterly estimated tax payments (EFTPS confirmations or cancelled checks):
Any IRS or state notice received this year (CP2000, CP14, etc.):
Notes about what you uploaded or items still outstanding: