Income Tax Preparation
- Social security number or tax ID number for yourself and spouse (if applicable)
- Amount of any alimony paid and ex-spouse's full name and social security number
- If you would like you can bring in your tax return of the previous year so that the Tax Professional can check them for accuracy
- Date of birth and social security numbers or tax ID numbers
- Childcare records (including the provider's tax ID number) if applicable
- Income of other adults in your home
- Form 8332 showing that the child's custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
- Forms 1098-T from educational institutions
- Receipts that itemize qualified educational expenses
- Records of any scholarships or fellowship you received Form 1098-E if you paid student loan interest
- Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099S
- Records of all expenses- check registers or credit card statements, and receipts
- Business-use asset information(cost, date placed in service, etc.) for depreciation
- Office in home information, if applicable
- Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
- Amount of parking and tolls paid
- If you would like to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
- Records of income and expenses
- Rental asset information (cost, date places in service, etc.) for depreciation
These are the items you need to bring in to Nap Tax: Information About Other People Who May Belong on Your ReturnEducation PaymentsEmployment InformationSelf-Employment InformationBusiness Use of Vehicle InformationRental Property Income
