Tax Checklist
Start here to get your taxes done right.
Whether your taxes are prepared by Sosa Income Tax Services or self prepared, there’s certain information and documentation required to file the return. Here’s a list of items taxpayers commonly need to complete the job.
Note:
- The list may also be downloaded here.
Personal Information
- Previous years tax return
- Consular Matricula
- Driver’s License or State Identification
- State ID
- Social Security Card for all tax filers and dependents (not just the number)
- Date of Birth for all tax filers and dependents
- Filing Status (ask your tax preparer if you are unsure)
- Mailing Address
Income
- W2s
- 1099s (Self-Employment or Contractor)
- 1099-R (Retirement and Pensions)
- 1099-G (Unemployment Compensation, Past State tax refunds)
- Gross Cash earnings
- Merchant Services Payouts (PayPal, Square, QuickBooks, etc)
Deductions
- Self Employed or applicable LLC Expenses
- Charitable Cash Donations (Tithes and Offering to Church, etc)
- Non-Cash Donations (Goodwill, Thrift Stores, etc.)
- Daycare Expenses
Credits
- College Education (Tuition, Books, Housing, etc)
- Retirement Contributions
Payments
- Additional payments to IRS or State Agencies
- Quarterly payments on Self Employed business or LLC