Drop-Off Information Sheet
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1
2Ever Evolving Enterprises
2016 Tax Season
Drop-Off Information Sheet
Client Name: ________________________________________
yes____ no____
Do you need to add or delete any dependents (children, parents) from tax return?
?
yes____ no____
Did your marital status change during the year (married, divorced, widowed)
If yes explain: _________________________________________________________________
_________________________________________________________________
For those who have children:
yes_____
no_____
Do you have college tuition costs?
If yes we require both items listed below to complete the tax return
yes_____
no_____
Form 1098-T from the institution
yes_____
no_____
Tuition bills for all semesters paid in the year
yes_____
no_____
Do you have day care costs?
If yes we require both items listed below to complete the tax return
child care provider’s name, address and ID number
yes_____
no_____
(____check here if on last year’s return)
yes_____
no_____
amount paid for each child per provider
(each child’s amount must be calculated separately)
Check if you receive your income:
_______from an employer: need W-2
_______from a retirement account/pension/401(k)/403(b)/IRA: need 1099R
______from S
ocial Security: need SSA 1099
_______from interest and dividends from banks, investment companies: need 1099 INT/DIV
_______from unemployment: need Form 1099-G
_______for any other miscellaneous sources of income: need 1099 Misc if received
If you will be itemizing check below the deductions you have:
_______Form 1098 for mortgage, home equity loan/line of credit equity interest
_______property and school tax receipts on ALL property owned: need tax receipts
_______charitable contributions: need list of charitable contributions
_______medical expenses: need list of medical expenses/copays
_______employee business expenses
****If you take the standard deduction we do not need anything to claim that.***
**Complete Reverse Side**
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Parent category: Financial