Required Tax Documents

Personal Tax

Acceptable ID

  • Government Issued ID
  • Social Security Card
  • Birth Certificate
  • Drivers License
  • Passport

Forms Needed

  • W2
  • 1099 MISC
  • W2G
  • Child Care Expense
  • 1098T
  • 1098 Mortgage Interest
  • 1099

Small Business Taxes

Types of Business Returns

  • Profit or Loss from Business (Sole Proprietorship)
  • Form 1065, U.S. Return of Partnership Income
  • Form 1120, U.S. Corporation Income Tax Return
  • Form 1120-S, U.S. Income Tax Return for an S Corporation

General Small Business Check-List

  1. Personal Records: You’ll need the full legal names, tax identification number, addresses, percent ownership, ownership acquisition date and distribution details for distribution details for you, other partners and/or qualified parties.
  2. Last Year’s Federal and State Tax Returns: Gather both personal and small-business returns.
  3. Estimated Tax Payments: Gather all paperwork related to tax payments made during year, including state, federal, property, etc.
  4. General Ledger: Your ledger should list out contents of every expense category you plan to deduct from your small-business tax return.