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Documents Needed To File

Tax Returns

documents

Proof Of Identity
Current ID
Drivers License
Passport
Social Security Card

Employment Information
W2
1099
Last Check Stub with EIN #


PROOF OF SCHEDULE C
(SELF EMPLOYMENT)
Receipt Book 
Cash app

 apple pay
zelle
 chime
 square
paypal
DBA or business card
Bank/ Credit card statement

 
Previous year tax return
(optional)

Expense worksheet must
be signed and dated



Proof of Residency
Utility Bill
Lease Agreement


Payment Information
For Direct Deposit
Bank Account and Routing #


PROOF OF DEPENDENT(S)
Must provide dependent(s)
Social Security Card

& One Of The Following Below:
Birth certificate
Physicians statement
Report card / school records
Immunization record
Notarized letter

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