A Few Words

Checklist

Personal Tax Checklist

Personal Information

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Information About Other People Who May Belong on Your Return

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Income documentation

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Rental Property

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Retirement & Contributions

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Lista de verificación de impuestos personales

Lista de verificación de impuestos personales

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Información sobre otras personas que pueden pertenecer a su planilla

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Documentación de ingresos

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Alquiler

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Jubilación y Contribuciones

For Taxpayer, Spouse, and all dependents:

· Social Security Card
· Picture Identification (Driver’s License, Passport, or Identification Card)
· If alimony was paid, please provide amount full name and social security number of the recipient

Free Estimation

Request A Quote

To get a free consult and estimate for Tax Preparation, CFO Consulting, Bookkeeping or QuickBooks Training services, please press a quote below.