Tax Appointment Checklist

Personal Information

  • Prior year Federal and State(s) income tax returns for new clients
  • Name, address, Social Security number and Date of Birth for yourself, spouse and dependents
  • Banking information if Direct Deposit Required

Income Data Required

  • Wages and/or Unemployment
  • Interest and/or Dividend Income
  • State/Local income tax refunded
  • Social Assistance Income
  • Pension/Annuity/Stock or Bond Sales
  • Contract (1099)/Partnership/Trust/Estate Income
  • Gambling/Lottery Winnings and Losses/Prizes/Bonus
  • Alimony Income – (Date of Divorce)
  • Rental Income
  • Self-Employment/Tips Income
  • Foreign Income

Expense Data Required

  • Dependent Care Costs (Name, Address, Phone and Tax ID)
  • Education/Tuition Costs/Materials Purchased
  • Medical/Dental
  • Mortgage/Home Equity Loan Interest/Mortgage Insurance
  • Employment Related Expenses
  • Gambling/Lottery Expenses
  • Tax Return Preparation Expenses
  • Investment Expenses
  • Real Estate Taxes
  • Estimated Tax Payments to Federal and State Government and Dates Paid
  • Home Property Taxes
  • Charitable Contributions Cash/Non-Cash
  • Purchase qualifying for Residential Energy Credit
  • IRA Contributions/Retirement Contributions
  • Home Purchase/Moving Expenses
  • Self-Employment Business Expenses

2022 Tax Organizer

Tax Organizer