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What to Bring: Document Checklists
Everything is online. Find the cards that fit you and upload what applies through our secure portal. Missing something? Send what you have and we'll tell you what else we need.
✓ Everyone
- Photo ID (you and spouse)
- SSN cards or ITIN letters
- Dates of birth
- Last year's return
- Bank info for direct deposit
- IRS IP PIN and any IRS/state letters
✓ W-2 & families
- All W-2s, 1099-G, 1099-INT
- Children's SSNs and birth dates
- Child-care provider info and amounts
- 1098 mortgage and property tax
✓ Self-employed
- 1099-NEC, 1099-K forms
- Income and expense records
- Mileage log
- Home office details
- Estimated payments made
✓ Small business
- EIN and formation documents
- Profit & loss and balance sheet
- Bank and card statements
- Payroll reports, 1099s issued
- Asset purchases
✓ ITIN
- Valid passport (original)
- Visa or entry documents
- Proof of foreign address
- Tax return or reason for W-7
- In-person document check by appointment
✓ Abroad
- Foreign income statements
- Days in and out of the U.S.
- Foreign bank balances (FBAR)
- Foreign taxes paid
✓ Students & visas
- 1098-T and 1098-E
- Scholarships and grants
- Visa type, I-20 or DS-2019
- U.S. entry and travel dates
✓ Casino
- All W-2G and 1099-MISC
- Casino win/loss statements
- Online sportsbook statements
- Foreign visitors: 1042-S, passport, visa/ESTA, travel dates
✓ Investments & crypto
- 1099-B, 1099-DA, 1099-DIV, 1099-INT
- Year-end brokerage statements
- Cost basis not reported
- Exchange and wallet CSV exports
- Last year's return for carryovers
✓ Bookkeeping
- QuickBooks Online access (if any)
- Bank and credit card statements
- Receipts and invoices
- Loan statements
- Prior financial reports
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