Here’s a Tax Client Checklist for documents to bring when filing taxes with FinTax Smart:

✅ Personal Information

  • Valid Photo ID (Driver’s License, State ID, or Passport)

  • Social Security Cards (or ITINs) for you, your spouse, and dependents

  • Bank Account & Routing Number (for direct deposit)

💼 Income Documents

  • W-2 Forms (for each employer)

  • 1099 Forms (for independent contractors, gig workers, or other income sources)

    • 1099-NEC (Self-Employment)

    • 1099-MISC (Miscellaneous Income)

    • 1099-K (Payments from third-party platforms like PayPal, CashApp, etc.)

    • 1099-G (Unemployment Benefits)

    • 1099-DIV/INT (Dividends & Interest Income)

    • 1099-R (Retirement Distributions)

  • Business Income & Expenses (for self-employed or small business owners)

  • Rental Property Income & Expenses (if applicable)

  • Alimony Received (if applicable)

  • K-1 Forms (Partnerships, S-Corps, Trusts)

📉 Deduction & Credit Documents

  • Childcare Expenses (Provider’s name, address, and Tax ID)

  • Education Expenses (1098-T for tuition, receipts for books, supplies)

  • Student Loan Interest Statement (1098-E)

  • Mortgage Interest Statement (1098)

  • Property Tax Records

  • Medical Expenses & Health Insurance (1095-A, 1095-B, or 1095-C)

  • Charitable Donations (Receipts for cash or non-cash donations)

  • Retirement Contributions (IRA, 401(k) statements)

  • State & Local Taxes Paid

  • Energy-Efficient Home Improvements (Receipts for solar panels, HVAC, etc.)

💰 Credits & Adjustments

  • Child Tax Credit (If claiming dependents)

  • Earned Income Tax Credit (EITC) (Proof of income)

  • Adoption Credit (Legal documents & expenses)

  • Disaster Losses (FEMA documentation)

🏢 Business & Self-Employed Docs

  • Profit & Loss Statement

  • Receipts for Business Expenses

  • Mileage Log for Business Use of Vehicle

  • Home Office Deduction Info (if applicable)

  • Business Loan or Grant Documentation

📜 Other Important Documents

  • Previous Year’s Tax Return (if new client)

  • Any IRS or State Tax Notices Received

  • Estimated Tax Payments Made (if any)