CLIENT FILE
IDENTITY · HOUSEHOLD
WX–T01
Identity & Household Information
Be prepared to provide valid identification for the taxpayer and
spouse, Social Security or ITIN information for everyone included
on the return, dates of birth and your Identity Protection PIN if
one was issued by the IRS.
New clients may also be asked for a copy of the previous year’s
federal and state tax returns. Additional documentation may be
needed to establish a qualifying child, dependent or household
member.
Filing a joint return? Information and documents for both spouses
may be required.
CLIENT FILE
INCOME RECORDS
WX–T02
Income Documents
Gather all income statements received for the tax year. These may
include Forms W-2, 1099-NEC, 1099-MISC, 1099-K, 1099-INT,
1099-DIV, 1099-B, 1099-R, SSA-1099 and 1099-G.
Depending on your circumstances, we may also request records for
rental income, digital assets, gambling winnings, alimony,
retirement distributions or other income not reported on a
traditional wage statement.
Do not leave out income simply because a tax form has not arrived.
Let us know about every source of income received.
CLIENT FILE
CREDITS · DEDUCTIONS
WX–T03
Credits & Deduction Records
Relevant documents may include childcare expenses and provider
information, Form 1098-T for education expenses, student-loan
interest, mortgage interest, property taxes, charitable
contributions and qualifying medical expenses.
We may also ask about estimated tax payments, energy-efficient
home improvements, eligible vehicle purchases, retirement
contributions and other transactions that could affect the return.
Keep receipts and supporting records. A payment appearing on a
bank statement may not explain whether an expense qualifies.
CLIENT FILE
BUSINESS ACTIVITY
WX–T04
Self-Employment & Business Records
Self-employed taxpayers should prepare complete records of gross
income, business expenses, payment-processing activity, business
bank statements, Forms 1099, inventory and equipment purchased or
sold during the year.
Additional information may be required for business mileage, home
office use, contractors, employees, vehicle expenses, startup
costs, business loans or assets placed in service.
Business owners should separate personal activity from business
activity before submitting records whenever possible.
CLIENT FILE
SPECIAL CIRCUMSTANCES
WX–T05
Special Tax Situations
Please provide Form 1095-A if health insurance was obtained
through the Marketplace. You should also provide any IRS or state
tax notices, amended-return information and records involving
property sales, casualty losses, inheritance or other significant
financial changes.
Major life events—including marriage, divorce, the birth of a
child, relocation, homeownership or changes in dependent
custody—should be discussed even when no specific tax form was
issued.
Tell us what changed during the year. A short conversation can
reveal documentation that may otherwise be overlooked.
