Tax Checklist Template
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1
2Tax Checklist
This form is to assist you in gathering your income tax information. Use it as a guide for
information you need to provide. Please call or e-mail with any questions.
GENERAL INFORMATION:
□ First, middle initial, and last names of taxpayers and dependents as written on the Social
Security cards, and dates of birth for taxpayers and all dependents, especially new dependents.
□ Address (city, state, zip), telephone number, and e-mail address.
□ Marital Status: Single ___ Married ___ Head of Household ___ Separated ___
□ Number of Dependents: ___ Did any dependents have any income? Yes ___ No ___
□ Do all dependents live with you? Yes ___ No ___
TYPES OF INCOME AND TAX REPORTING FORMS:
□ Wages: All W-2's
□ Income from Rentals: All 1099-MISC
□ Pensions/Retirements: 1099-R
□ Business Income: All 1099-MISC & 1099-K
□ Social Security: SSA-1099
□ Farm Income
□ Bank Interest: 1099-INT
□ Alimony Received: Total amount
□ Dividends: 1099-DIV
□ Unemployment: 1099-G
□ Commissions: 1099-MISC
□ State Tax Refund: 1099-G
□ Tips and Gratuities
□ Miscellaneous: Jury Duty, Gambling, Other
□ Sales of Stock, Mutual Funds: 1099-B
BUSINESS INCOME & EXPENSE ITEMS: This list is not all encompassing. If you don’t see an
expense listed below, ask.
Total (Gross) Income
Advertising
Auto: Parking &Tolls
Business Phone Expense
Cell Phone Expense
Subcontractors
Commissions Paid
Insurance
Interest Paid
General Office Expense
Rent/Lease Fees Paid
Legal or Professional Fees
Repairs
Cleaning/Maintenance
Dues & Publications
Equipment/Supplies
Tools
License Fees/Taxes Paid
Utilities
Education Expense
Association Dues
Bank/Credit Card Fees
Postage
Meals/Entertainment
Business Miles & Total Miles
Asset Purchases
Hotel/Travel Expense
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Parent category: Financial