DOCS NEEDED FOR TAX RETURNS

1. Primary ID (Drivers License, State ID, picture ID)
2. Social Security Card for All Filers and Dependents
3. All W-2's and1099's 
4. Summary of Child Care, Day Care or Adult Care Expenses
5. Summary of Educational Expenses

DOCS NEEDED TO ITEMIZE

1. 1098's
2. Real Estate Taxes Paid
3. Health Care Expenses
4. Gifts to charity 
5. Loss of property due to casualty (fed disaster only)
6. Gambling losses
7. Motor Vehicle Registration

FOR BUSINESS

1. Summary of Income & Expenses
2. Mileage Driven for Business
3. Summary of Asset Additions and Sales

Income Statement, Profit & Loss and Balance Sheet Templates available upon request.

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