Document Checklist
Tax Document Checklist
To help make tax season smooth and stress-free, here’s a simple list of documents you may need when filing your return.
✔ For Individuals
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W2 forms
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1099-INT (bank interest)
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1099-DIV (dividends)
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1099-R (retirement distributions)
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1099-G (unemployment or state refunds)
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Social Security SSA-1099
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Form 1095-A (Marketplace health insurance)
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Dependent information
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Childcare expenses + provider info
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Education forms (1098-T, 1098-E)
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Mortgage interest (Form 1098)
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Property taxes
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Charitable donations
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Medical expenses (if itemizing)
✔ For Side-Hustles / Self-Employment
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1099-NEC or 1099-K
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Business income summary
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List of business expenses
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Mileage log
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Equipment purchases
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Home office information
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Payment processor reports (PayPal, Square, etc.)
✔ For Small Business Owners
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Profit & Loss statement
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Income and expenses summary
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Business mileage
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Asset purchases
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Inventory totals (if applicable)
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Payroll summaries
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Business bank statements
✔ Optional (if you want me to organize or review)
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Last year's tax return
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Spreadsheets or notebooks
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Receipt files (digital or paper)
Not sure what you need?
Message me anytime—I’m happy to help guide you through it.