Tax documents checklist 2016

Offer valid for tax preparation fees for new clients only. Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents , and check items off as you add them to the folder.

See all full list on nerdwallet. What is your tax form checklist? A photocopy of both sides of your Permanent Resident Card (formerly known as the Alien Registration Card or “Green Card”). The following questions may help you avoid errors that could delay your refund.

Checklist Before filing your North Carolina return, review it to make sure it is complete and correct. Tax season offers plenty of challenges especially when it comes to gathering up all that documentation that needs to be handy while working on your tax return. This TurboTax tax tool is designed to help you discover what documents are needed based on your income tax filing needs. Variables exist in our lifestyles, employment, investments, family and more that effect our income tax filing requirements. Canadian Tax Checklist So, before you get started on your taxes, make sure you have all the receipts and income records you need.

We want to make sure you get every tax credit and deduction you’re entitled to. It’s tax time again, and it’s my goal with this post to give you a tax documents checklist of documents to keep, a list of labels to place in your files, so all is ready to go. You may also receive some tax documents relating to money you spent that can affect your tax picture. Contributions on behalf of employees to qualified pension, profit-sharing and stock bonus plans. Details of any repairs or maintenance to business assets during the tax year.

Corporate formation documents. Report of all revenue earned during the year. In this article, we’ve put together a tax document checklist to help you prepare for April th and to get ready with the papers you’ll need. Access IRS Tax Forms.

Complete, Edit or Print Tax Forms Instantly. This form should be filed online without signature or notary. Place the checklist in a file folder, or attach it to the outside of the folder.

As you receive or locate tax documents , place them in the folder and check them off the list. Raw estimates are not acceptable. Need to open a bank account? NYC SafeStart Account.

Get a custom checklist for your job, for free, below. To help you jog your memory and find all the right documents for your taxes in one go, we’ve created helpful tax checklists tailored for popular professions. Personal Tax Preparation Checklist. Thank you for choosing Imperato Tax Services , Inc. Documentation Checklist TVC‐ED‐Eff.

If you are mailing, faxing, e-mailing, or coming in for an appointment here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely. We will review with you during your first appointment.