Brothers 'N' Business, Inc.
Don't stress yourself trying to figure out what documents you need to file your taxes.
Just review our checklist and bring in the documents that apply to you.
Individual Tax Prep Check List
Personal Information
Your social security card
Spouse’s social security card (if filing joint)
Your valid driver's license
Spouse’s valid driver's license (if filing joint)
Alimony received or paid including ex-spouses social security number
Last year’s tax return
Dependent(s)Information
Dependent’s social security card(s)
Dates of birth
Childcare Expenses and provider information (Form W-10)
Income for working adults other than spouse
Income & Expenses
Wage Statements (Form W-2)
Social Security Income (Form SSA 1099)
Pension, or retirement income (Forms 1099-R)
Unemployment Income (Form 1099-G)
Miscellaneous Income (Form 1099-MISC)
Self-employed business income and expenses
Gambling income and losses (Form W-2G)
Interest,dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Education Expenses (Form 1098-T)
Job related expenses
Itemized Deduction Documents
2011 Tax preparation fees
Mortgage or home equity loan interest paid (Form 1098)
Real estate and personal property taxes
Record of purchase or sale of real estate
Income and expenses from rentals
Paid state and local taxes
Medical and dental expenses
Cash and non-cash charitable donations
Investments expenses
Job related expenses
Job-hunting expenses
Paid vehicle sales tax
Business miles driven
Receipts for actual vehicle expenses (gas, oil, etc.)
Business Tax Prep Check List
Income
Gross receipts from sales or services
Returns and allowances
Beginning inventory
Ending Inventory
Business checking and savings account interest (1099-INTor statement)
Expenses
Mileage log
Receipts for paid transportation (ie, bus, taxi)
Airfare
Hotels
Meals
Taxes and tips
Receipts for internet use
Advertising
Cost and first date of business use of assets
Sales price and disposition date of any assets sold
Employer-paid pension/profit sharing contributions
Employer-paid HSA contributions
Employer-paid health insurance premiums
Cost of other fringe benefits
Casualty loss insurance
Errors and omissions
Mortgage interest on building owned by business
Business loan interest
Legal fees
Office supplies
Other consumables
Office space rent
Business-use vehicle lease expense
Square footage of home- office space
Mortgage interest or rent paid
Utilities
Wages paid to employees
Commissions paid to subcontractors
Repairs and maintenance of office facility, etc.
Other expenses
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