Document Requirements

Documents needed to file your Taxes:

Many of these forms might not be needed every year while filing your taxes or claiming refunds. Please connect with our Tax executives who will guide you better based on your current income status, bracket and other financial requirements.

Individual Details

  • Social Security No. or ITIN
  • Husband/Wife's Social Security No. or ITIN

Dependent's Details

  • Date of Birth and Social Security Number / ITIN
  • Childcare Documents + it's Provider's tax ID number (if any)
  • Other Family Members' (Adults) Income Details
  • Form 8332 (In the case the Custodial Parent is relinquishing the right of Child Custody to its Noncustodial Parent)

Sources Of Income

A. Type of Source / Employment
  • If Employed - Form W-2
  • If Unemployed - Form 1099-G
  • If Self-Employed
    • Form 1099, Schedules K-1, Income records not reported on 1099s
    • All Expense details' - Check registers, Bank statements, receipts
    • Any and Every Business asset knowledge
    • Office at home Information
    • Form 1040 - ES: Estimated tax payments Details
B. Rental Income
  • Income and Expense Details
  • Details on assets that are rented
  • Estimated tax payments information - Form 1040-ES
C. Retirement Income
  • Pension / IRA / annuity income - Form 1099-R
  • Traditional IRA Details
  • Social security / RRB income (1099-SSA, RRB-1099)
D. Income via Savings or Investments
  • Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
  • Income from Selling stock or other assets (1099-B, 1099-S)
  • Acquisition records of Price and Developments involved in the sale of property (if not detailed in 1099-B)
  • Health Savings and care reimbursements (1099-SA | 1099-LTC
  • Investments - based Expenditure
  • Estimated tax payments (Form 1040–ES)
  • Cryptocurrency - based Transactions
E. Other Income & Losses
  • Earnings from Gamblings (W-2G or records showing income + Expense details)
  • Jury duty records
  • Hobby income and expenses
  • Prizes and Rewards
  • Trusts
  • Royaly Income 1099-Misc.
  • Any other 1099s received
  • Alimony paid / received with ex-spouse’s name and SSN

Types Of Deductions

A. Home Ownership
  • Forms 1098 or other Mortgage interest documents
  • Real estate and personal property tax records
  • Receipts for energy-saving home improvements (e.g., solar panels, solar water heater)
B. Charitable Donations
  • Cash donated to religious, education, & other charitable organizations
  • Non-cash donation details
  • Total Miles driven for charitable or medical purposes
C. Medical Expences
  • Amounts paid for healthcare insurance and to doctors, dentists, hospitals
D. Health Insurance
  • Form 1095-A needed if insurance plan is opted for through the Marketplace (Exchange)
  • Form 1095-B and/or 1095-C if you had insurance coverage through any other source (e.g., an employer, insurance company, or government health plan such as Medicare, Medicaid, CHIP, TRICARE, VA, etc.)
  • Marketplace exemption certificate (ECN) if you applied for and received an exemption from the Marketplace (Exchange).
E. Child Care Expences
  • Fees of a licensed day care center or family day care for your child's daily care
  • Amount paid to your babysitter
  • Don't include expenses paid through a flexible spending account at work
F. Education Expences
  • Forms 1098-T from educational institutions
  • Receipts of qualified educational expenses
  • Scholarships or fellowships details
  • Form 1098-E if interest on student loans is paid
J. K-12 Educator Expenses
  • Receipts for classroom expenses
K. State & Local Taxes
  • State/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
  • Billing details of paid vehicle sales tax
L. Retirement & Other Savings
  • Form 5498-SA showing HSA contributions
  • Form 5498 showing IRA contributions
  • All other 5498 series forms (5498-QA, 5498-ESA)
M. Federally Declared Disaster
  • City/county you lived/worked/had property in
  • Records to support property losses (appraisal, clean up costs, etc.)
  • Records of rebuilding/repair costs
  • Insurance reimbursements/claims to be paid
  • FEMA assistance information
  • Check FEMA site to see if my county has been declared a federal disaster area

eTax Visit Checklist

Individual Details/Family Personal Information

Source of Income

Expenses and Credits