What To Bring To Your Tax Appointment

Get organized for your tax appointment

If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

Below is a list of what you will need during the tax preparation process.

Tax Preparation Checklist—Personal & Business

Personal Tax Checklist

Not all of the items below will apply to you. If you are unsure, feel free to give us a call—we are happy to help.


Personal Data

  • Social Security Numbers (including spouse and children). Don’t forget about your new baby!
  • Child care provider tax I.D. or Social Security Number

Employment & Income Data

  • W-2 forms for this year
  • Tax refunds and unemployment compensation: Form 1099-G
  • Miscellaneous income including rent: Form 1099-MISC
  • Partnership and trust income
  • Pensions and annuities
  • Alimony received
  • Jury duty pay
  • Gambling and lottery winnings
  • Prizes and awards
  • Scholarships and fellowships
  • State and local income tax refunds
  • Unemployment compensation

Health Insurance Information

NOTE — As it says on the IRS health insurance information page, form 1040 will not have the “full-year health care coverage or exempt” box and Form 8965, Health Coverage Exemptions, will no longer be used. You need not make a shared responsibility payment or file Form 8965, Health Coverage Exemptions, with your tax return if you don’t have minimum essential coverage for part or all of 2019.

  • All 1095-A Forms from Marketplace providers (if you purchased insurance through a Marketplace)
  • Records of credits and/or advance payments received from the Premium Tax Credit (if claiming)

Homeowner/Renter Data

  • Residential address(es) for this year
  • Mortgage interest: Form 1098
  • Sale of your home or other real estate: Form 1099-S
  • Second mortgage interest paid
  • Real estate taxes paid
  • Rent paid during tax year
  • Moving expenses (if in active military, and moving for new orders)
  • Reimbursements for moving (counts as ordinary income)

Deduction Documents

  • State and local income taxes (note: $10,000 limit, as last year)
  • IRA, Keogh and other retirement plan contributions
  • Medical expenses
  • Other miscellaneous deductions

Financial Assets

  • Interest income statements: Form 1099-INT & 1099-OID
  • Dividend income statements: Form 1099-DIV
  • Proceeds from broker transactions: Form 1099-B
  • Retirement plan distribution: Form 1099-R
  • Capital gains or losses

Financial Liabilities

  • Auto loans and leases (account numbers and car value) if vehicle used for business
  • Student loan interest paid
  • Early withdrawal penalties on CDs and other fixed time deposits


  • Gifts to charity (receipts for any single donations of $250 or more)
  • Expenses related to volunteer work that have not been reimbursed
  • Investment expenses
  • Job-hunting expenses
  • Education expenses (tuition and fees)
  • Child care expenses
  • Medical Savings Accounts
  • Adoption expenses


  • Personal property tax information
  • Department of Motor Vehicles fees

Self-Employment Data

  • Estimated tax vouchers for the current year
  • Self-employment tax
  • Self-employment SEP plans
  • Self-employed health insurance
  • K-1s on all partnerships
  • Receipts or documentation for business-related expenses
  • Farm income

Business Tax Checklist

Remember that not everything on this list will apply to your business. If you aren’t sure what it is, chances are good you don’t need to worry about it. But if you aren’t sure and want to check with us, feel free to give us a call! We can walk you through anything that you have a question about.


Basic Personal Information

Name, Address, SSN

If you have an EIN (Employer Identification Number) or a Tax ID Number (TIN), bring that along with the legal name of your business. 


Previous Tax Returns

New clients should at the very least, bring last year’s tax return, but bringing the past 2-3 years is even better. This helps us get a better idea of your business and deductions.


Business Financial Reports

These reports are easy to pull from your accounting software such as QuickBooks.

  • Profit & Loss
  • Balance Sheet

Business Loan Information

Bring records of loan payments and accrued interest.


Asset Information

Bring information such as receipts or documents on any assets that you have bought, sold, or depreciated in the last year. Some accounting software programs have reports that can help you gather this information.



Bring copies of employee W-2, W-3s, and 1099s, health insurance amounts, & anything related to bonuses


Expense Records

In order to help you take advantage of the correct deductions it’s helpful for you to bring in:

  • Receipts
  • Bills
  • Bank Statements
  • Credit card Statements
  • Mortgage Interest & Property Tax Info

Records for Specific Deductions including:

Home Office Deduction– square footage of home & office space, mortgage/rent amounts, insurance & utilities, and amounts of any repairs to the home office space

Mileage Log– keeping a mileage log throughout the year to track business related travel and vehicle expenses is necessary so bring that along with any receipts related to car expenses

Travel- business travel, meals, and entertainment expenses can all be possible deductions but can also be a red flag to the IRS so bring receipts and any travel itineraries    

Charitable Donations- bring statements or receipts related to your charitable donation


Business Filing Deadline

Keep in mind that your entity type will determine the deadline for filing your business taxes and the forms that will be necessary.  Most of the time, except in the case of sole proprietor or single member LLC’s, your business taxes need to be completed or at least in the works before your personal taxes can be prepared as you can see by the table below.
EntityTax FormTax Deadline
Sole Proprietor / Single Member LLCsSchedule CApril 15
Partnerships / Multi-member LLCsForm 1065 & Schedule K-1March 15
Corporations / LLCs taxed as CorporationsForm 1120March 15*
S-CorpsForm 1120S & Schedule K-1March 15
NonprofitForm 990May 15

*Corporations that end their year on December 31.

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My husband and I had a wonderful experience working with Brian and his team. He was very helpful and a wealth of knowledge. We will continue to use his services in the future.

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I can’t say enough about the integrity and professionalism that Brian Manthe and the staff of Legacy CPA has shown towards me and my business. I love that my records are maintained each month and this tax season was the easiest I have had. The staff is so responsive when I have questions and sooooo friendly! I completely trust Legacy CPA for all of my accounting and tax needs. Peace off mind has been priceless! Thank you Brian and Legacy for all you do!

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