Tax Checklist

Whether you choose to work with Esteem Tax Service or self-prepare, there's certain information and documentation required to file the return. Here’s a list of items taxpayers commonly need to file their taxes.

The list may also be downloaded here.

Personal Information

• Driver's License or State Identification
• Social Security Card for all tax filers and dependents (not just the number)
• Date of Birth for all tax filers and dependents
• Filing Status (ask your tax preparer if you are unsure)
• Mailing Address

Income

• W2s
• 1099s (Self-Employment or Contractor)
• 1099-R (Retirement and Pensions)
• 1099-G (Unemployment Compensation, Past State tax refunds)
• Gross Cash earnings
• Merchant Services Payouts (PayPal, Square, QuickBooks, etc)

Deductions

• Self Employed or applicable LLC Expenses
• Charitable Cash Donations (Tithes and Offering to Church, etc)
• Non-Cash Donations (Goodwill, Thrift Stores, etc.)
• Daycare Expenses

Credits

• College Education (Tuition, Books, Housing, etc)
• Retirement Contributions

Payments

• Additional payments to IRS or State Agencies
• Quarterly payments on Self Employed business or LLC