What To Bring To Accountant For Tax Return

Bring receipts invoices medical bills charitable contributions IRA contributions job-hunting expenses mileage logs educational expenses self-employment expenses and more to your accountant. If you received any other income in the year bring documentation for that income to your accountant.

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6 Things to Bring Your Accountant to Prepare Your Tax Return 1.

What to bring to accountant for tax return. Its important that your tax preparer has access to certain identification information. What to Bring to an Accountant for Tax Prep Youll need all this information and documentation whether you prepare your tax return yourself or if you decide to use a tax professional. Copy of Most Recent Tax Return.

This means that you bring in your W-2 Forms as well as any 1099 Forms that you have. Income Tax Return Checklist for Individuals. Any cash payments you received.

Youll be in good shape for your tax appointment if you follow this tax preparation checklist when collecting documents to bring. The easiest way to provide this information is to bring your social security card to your tax appointment. The difference with the professional is that youll have to take all pertinent information with you to your appointment or gather it together in advance to.

First things first. The IRS expects you to report all of your income no matter where it comes from. Your legal name Social Security NumberIndividual Taxpayer Identification Number and date of birth.

We will need personal information for you your spouse and any dependents that you will be claiming on your tax return. Last years tax returns. Income and expenses from investment properties.

Employment-related expenses dues education publications tools uniform cost and cleaning travel Amount of statelocal income tax paid other than wage withholding or amount of state and local sales tax paid. Any money made on eBay or other websites. We need Social Security numbers and birthdates for you your spouse and all dependents.

Records to support property losses appraisal clean-up costs etc. Your accountant will find the year-end and January bank statement and reconciliation very helpful in putting together your return. While you may not qualify.

Many people know these details by heart but if not write them down ahead of time. We want to make the tax return experience as convenient and hassle free as possible and to ensure that you get the maximum refundTo assist in this process its important to be prepared with some items of information which weve outlined in our tax return checklist. In addition if you have petty cash bring in your year-end petty cash report and reconciliation.

You will need to furnish your tax accountant with basic personal information including your legal name current address and social security number. Personal information for you and your dependents including social security numbers dates of birth and tax ID numbers. Annual tax statements from trusts managed investments property and cash management trusts.

Your previous years federal state andor local tax returns Provided youve filed them before these will contain most of what your accountant will need to get things rolling including. You might also have a credit card for your business. All of your income information should be brought to your accountant.

To get your deductions and credits you must hand over documentation that proves your expenses for the year which youre filing taxes for. There are a number different 1099 Forms including those that share the amount of interest you earned.

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