Tax Preparation Document Checklist
To ensure your tax return is prepared accurately and in compliance with IRS regulations, please review and gather all applicable documents listed below before completing your intake form.
IRS Requirement Notice: Paid tax preparers must verify identity, income, and eligibility for credits to help prevent fraud and identity theft.
Identity Verification Required
- ✔ Valid, unexpired government-issued photo ID (Driver's License, State ID, Passport)
- ✔ Social Security card or official SSA document
- ✔ Spouse ID & SSN (if filing jointly)
Dependents
- ✔ SSN card for each dependent
- ✔ Birth certificate (recommended for new dependents)
- ✔ Proof of residency (school, medical, or daycare records)
- ✔ Proof of relationship (if not biological)
- ✔ Adoption papers
- ✔ Court-appointed guardianship documents
- ✔ Other official legal documents showing parental relationship
- ✔ Proof of residency (if child is not biological)
- ✔ School records showing child’s address
- ✔ Medical or daycare records listing child at your address
- ✔ Government correspondence addressed to the child at your residence
Income Documents
- ✔ W-2s from all employers
- ✔ 1099-NEC / 1099-MISC / 1099-K
- ✔ SSA-1099 or 1099-G (Social Security / Unemployment)
- ✔ 1099-INT / 1099-DIV / 1099-R (Investments / Retirement)
Self-Employment
- ✔ Income summary
- ✔ Business expenses documentation
- ✔ Vehicle mileage or business expense records
Credits & Filing Status
- ✔ Childcare provider name, address, EIN/SSN
- ✔ Household expense proof (Head of Household)
- ✔ Health insurance form 1095-A (if applicable)
Prior-Year & IRS Info
- ✔ Prior-year tax return
- ✔ IRS letters, notices, or CP messages
- ✔ IRS Identity Protection PIN (if issued)