Tax Document Checklist
Please upload the below items to TaxDome, as applicable.
New Clients
- Copy of your most recent tax return
- Cover page with name, date of birth, Social Security number, address, phone number, email address, occupation, and photos of the front and back of your Driver License for each individual on the tax return
- Cancelled check to record direct deposit instructions
Existing Clients
- Updated cover page for life changes such as marriage or a name change, the birth of a child, or a move
All Clients
- If you lived in more than one state during the year, please include the address and dates for each location.
- Date and amount of any estimated tax payments
- Form W-2
- Form 1098 (mortgage interest)
- Form 1098-E (student loan interest)
- Form 1098-T (tuition expenses)
- Form 1099, 1099-INT / 1099-MISC / 1099-R
- Form 5498 (to record IRA contributions)
- Business income statement (Schedule C)
- Rental income statement (Schedule E)
- Schedule K-1
- Name, address, EIN and amount paid to dependent care providers
- Amount paid in rent (Mass. residents only)
- Summary of foreign bank accounts and other financial assets
- All other tax documents