Tax Preparation Document Checklist
AccountingAccountants & CPAs
Collect all the documents you need from clients for tax preparation. Covers W-2s, 1099s, deductions, and more.
Use This Template3 required, 7 optional items
Document Checklist (10 items)
W-2 Forms
RequiredFrom all employers
1099 Forms
Freelance, investment, or miscellaneous income
Photo ID
RequiredGovernment-issued photo identification
Social Security Card
RequiredFor all filers and dependents
Prior Year Tax Return
Last year's federal and state returns
Mortgage Interest Statement (1098)
From your mortgage lender
Property Tax Records
Annual property tax statements
Charitable Donation Receipts
Receipts for cash and non-cash donations
Bank Interest Statements
1099-INT from banks or credit unions
Childcare Expense Records
Provider name, address, EIN, and amounts paid
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