DOCUMENTS NEEDED
The documents you need depend on your personal tax situation. Use this checklist to help prepare before submitting your tax intake or meeting with K'Mae's Tax Preparation Solutions LLC.
Basic Tax Documents
Not every item below applies to every taxpayer. Gather the documents that apply to your tax situation.
Personal Information
- Valid government-issued photo identification
- Social Security numbers or applicable taxpayer identification numbers
- Date of birth information for applicable individuals
- Current mailing address
- Bank routing and account information if direct deposit is requested
- Prior-year tax return when available or helpful
Employment & Income
- W-2 forms
- 1099-NEC forms
- 1099-K forms
- 1099-MISC forms
- Unemployment income documents
- Retirement or pension income forms
- Social Security income forms, when applicable
- Other income documentation
Dependents
- Social Security or taxpayer identification information for dependents
- Dates of birth
- Applicable residency or support information
- Childcare provider information when applicable
- Education or school records if requested for due diligence
- Other documents requested by your tax preparer
Credits & Deductions
- Education forms such as Form 1098-T, when applicable
- Student loan interest statements
- Mortgage interest statements
- Charitable contribution records when applicable
- Health insurance tax forms when applicable
- Applicable childcare expense information
- Other supporting documents related to claimed credits or deductions
Running A Business Or Working For Yourself?
Self-employed taxpayers should maintain records supporting reported income and legitimate business expenses.
Business Income
- 1099-NEC forms
- 1099-K forms
- Cash or electronic payment income records
- Sales reports
- Business bank statements when relevant
- Other records supporting gross business income
Business Expenses
- Advertising and marketing expenses
- Supplies and equipment
- Business insurance
- Professional fees
- Applicable vehicle or mileage records
- Rent or office expenses
- Phone and internet records when applicable
- Other documented ordinary and necessary business expenses
Vehicle & Mileage
If you are claiming business vehicle expenses, your tax preparer may need information such as:
- Business mileage records
- Total annual mileage
- Vehicle purchase information when applicable
- Applicable fuel or operating records
- Business-use information
Home Office & Other Expenses
Depending on your tax situation, additional information may be requested for potential business deductions.
- Home office measurements
- Applicable utility information
- Rent or mortgage information
- Business equipment purchases
- Other applicable business records
You May Need Additional Documents.
Depending on your tax situation, your preparer may request additional records before your return can be completed.
Homeowners
- Mortgage interest statements
- Property-related tax documents when applicable
- Home sale documents if property was sold
- Other applicable homeownership documents
Education
- Form 1098-T
- Education expense records when applicable
- Student loan interest forms
- Scholarship or grant information when applicable
Investments
- 1099-B forms
- 1099-DIV forms
- 1099-INT forms
- Digital asset tax documents when applicable
- Other investment-related statements
Retirement
- 1099-R forms
- IRA contribution information when applicable
- Pension statements
- Other retirement-related tax documents
If you are unsure whether a document is needed, provide it to your tax preparer or ask before filing. Your return should be prepared using complete and accurate information. Additional documentation may be requested depending on your specific tax circumstances.
You're Ready To Get Started.
Complete your tax intake and submit the documents that apply to your tax situation.