Upload The Right Documents

While you are awaiting your results of your tax return, review the condensed list below and access rather you have provided all the applicable tax documents

Did I provide all applicable tax documents?

  • Personal Information 
  1. Social Security number or Tax ID – 
  2. Stimulus Payment Information – also known as an economic impact payment (EIP) — if applicable — you may have IRS Notice 1444 or other records showing your EIP amount
  3. Identity Protection PIN, if one has been issued to you, your spouse, or your dependent by the IRS
  4. Routing and account numbers to receive your refund by direct deposit or pay your balance due if you choose
  • Dependents Information 
  • Sources of Income
  1. Forms W-2
  2. Forms 1099, Schedules K-1, income records to verify amounts not reported on 1099-MISC or new 1099-NEC
  3. Records of all expenses — check registers or credit card statements, and receipts
  4. Office in home information, if applicable
  5. Record of estimated tax payments made (Form 1040–ES)
  6. Rental Income
  7. Savings & Investments or Dividends 
  8. Other Income & Losses
  • Types of Deductions 
  1. Home Ownership 
  2. Charitable Donations 
  3. Medical Expenses
  4. Health Insurance
  5. Childcare Expenses 
  6. Educational Expenses
  7. K-12 Educator Expenses 
  8. State & Local Taxes
  9. Retirement & Other Savings
  10. Federally Declared Disaster 

Unsure if you provided all the applicable tax documents, then consider getting your tax transcript. A transcript will include information reported on Form W-2, Form 1099 series, Form 1098 series, and Form 5498 series.

New Clients

If you are a new tax client, I would encourage you to request your tax transcripts from the IRS to ensure that your previous 3 years of filing is reviewed for your new tax preparer. Please click ‘Get Transcript Online’ After you log in, download the following transcript types for the past three tax filing years and upload the transcripts to your portal account or under guest exchange.

  1. Tax Return Transcript 
  2. Tax Account Transcript 
  3. Record of Account Transcript 
  4. Wage and Income Transcript