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To help organize your tax documents

A checklist to help you organize the documents needed to prepare your taxes. A lot of items may not apply to you but go through to make sure you don't forget to bring in everything.

Taxpayers that are claiming dependents on their tax return are now required by law to provide to their preparer dependent supporting documentation to prove that your dependents lived at your address. Here is a list of documents we can accept. 

What to bring in for your taxes checklist

Dependent supporting documentation

A rental property worksheet to help you organize your rental income & expenses you had for the year. Fill this out for each rental property or if you have multiple you can also use our rental property worksheet for multiple properties.

Rental property worksheet (multiple)

A multiple rental property worksheet to help you organize your rental income & expenses you had for the year for up to three properties per worksheet. Organization is the key to a properly filed tax return

Rental property worksheet (single)

Self employed general business worksheet

A general business worksheet designed for sole proprietors to help organize their business income and expenses. This worksheet can be used for any type of business. 

A Realtor worksheet designed specifically for real estate agents to help organize their business income and expenses. This worksheet can be used for other real estate related businesses like mortgage officers or appraisers. 

Self employed Realtor worksheet

Forms: Files
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