Showing up to your tax appointment with everything in hand is the easiest way to save time, money, and frustration. Start gathering now so you’re not hunting for paperwork in January.
Income records
Sales and revenue reports
1099s you receive from clients or payment platforms
Any other business income, like interest or side income
Expense records
Receipts and invoices for business purchases
Vehicle mileage log
Home office details, if you use one
Insurance, rent, and utilities
Payroll records (if you have employees)
Payroll reports and quarterly filings
Year-end wage summaries
Big purchases and sales
Equipment, vehicles, or property you bought or sold this year
Loan statements and interest paid
Estimated tax payments
Dates and amounts of every payment you made this year
Personal items that affect your return
Retirement and health savings contributions
Mortgage interest and property tax statements
Charitable donation receipts
Last year’s return, for reference
Pro tip: Make one folder, digital or physical, and drop things in as they arrive. Waiting for a stray document is the number one reason returns get delayed.
Missing something? Don’t panic. Tell us what you can’t find and we’ll help you figure out the workaround.