![]() ![]() Child care expenses (Must include name, address, and tax ID of child care provider).Form 1098-T and Form 1098-E for education expenses such as tuition paid and student loan information.Form 1098 (Mortgage Interest Statement).Change in ownership information, if applicable.Be sure to include these items on your checklist for business owners: Business owners need to submit additional info to get started. Owning and operating a business adds even more complexity to annual taxes. ![]() Bank account information (for direct deposit).Date of birth for those filing the return and dependents.Social Security numbers for those filing the return and dependents.Giving them a list of documents broken down into categories can help them think through what they need to prepare for a tax appointment with a tax preparer. Share this list for a quick way to remind your clients how to prepare for tax season.Įvery client’s list of requirements will be a little different. That’s why we’ve put together a tax return checklist for clients. That way, your clients know what they need to send or bring in. One thing that’s important for running things smoothly: a checklist of tax preparation documents. Navigating clients can be tough as well when they don’t want to cooperate, slow down, or don’t respond sincerely. Tax season is always a busy and stressful time around the office.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |