Bring a Social Security Card for yourself, spouse and/or dependents along with a valid ID (examples include: driver's license, state ID card, passport)
$5 toward your tax appointment
Click on the link below to open and print a checklist on what to bring with you to your tax appointment.
Last two years tax returns (if a new client) 2005 & 2006
Estimated payments - date of payment and amount (cancelled check)
W-2 Wage Statements
1099's Interest and Dividends, from banks and financial institutions
Refunds from State Departments (e.g. Arizona state refund)
Pension distributions, including Social Security and Social SecurityDisability Income (1099-R, 1099-SSA)
Unemployment compensation (1099-G)
Information on any sale (stocks, mutual funds, personal property, investment properties--
Include purchase date, purchase price and any additions to basis)
Real Estate taxes
Personal property taxes (cars, boats, motorhomes, airplanes, etc.)
Home mortgage interest (include intererst on Home Equity Lines of Credit) 1098-Mort. Int.
Charitable gifts, both cash and non-cash
Unreimbursed employee expenses
Escrow papers (if you refinanced, sold or bought a home during the year) -- Settlement Statement
If you have your own business, all business income and expenses *SEE SOLE PROPRIETOR
Rental expenses from home or other property that you rent to someone else
Sole Proprietor and Single Member LLC
To save you time and money on your tax return, please allow Bill's Tax Service Norco to prepare your business Quickbooks.
If you use another accounting/bookkeeping service, please follow the guidelines below:
Reconcile all your checkbooks, savings accounts and credit cards before sending us your QuickBooks file.
If you have paid for expenses personally, and they are NOT reflected in QuickBooks, please give us a list incuding the date of purchase, what was purchased and how much it costs.
If you use a personal vehicle for your business, or if you have a business car that has any personal use, we need:
Make, model and cost of the vehicle
The date first placed in business use
The total mileage driven during the year
The total business miles driven
The distance to your place of work, and the total number of commuting miles
Total personal miles
Seperate listings for each business use vehicle
It is helpful to have copies of:
All credit card statements that begin; 12/31/06
All bank statements that begin; 12/31/06
All line of credit statements that include 12/30/06
Any loan statements that include 12/31/06
All 1099-Misc., reflecting Income Earned
Send copies of all new lease agreements that you entered into, in 2007
Payroll reports (all quarters), if we didn't do the returns.
December 2007 Sales Use Tax report
Your QuickBooks back-up file. (.qbb file) Please do not send an accountant's copy or self burned CD
(hard copy preferred)
Corporation / Partnership
To save time and money on your return, allow Bill's Tax Service Norco to prepare your business Quickbooks.
If you use another accounting/bookkeeping service, please follow the guidelines below:
Reconcile all your bank and savings accounts before sending us your Quickbooks file.
Reconcile all your credit cards before you send us your QuickBooks file.
If you have a business car that has any personal use - we need:
Total business miles
Total personal miles
It is helpful to have copies of:
All credit card statements that include 12/31/06
All bank statements that include 12/31/06
All line of credit statements that include 12/31/06
Any loan statement that includes 12/31/06
All new lease agreements that you entered into in 2007
Copy of your corporation's annual minutes
Payroll reports (all quarters), if we didn't do the returns
December 2007 sales tax report
Your Quickbooks back up file. (.qbb file) Please do not send an accountant's copy or self burned CD (hard copies preferred)
Last two years tax returns if we did not prepare them
Articles of Incorporation or Organization
If an LLC or Partnership - Operating Agreement
Names and Social Security Numbers for all Members, Partners etc.
% Ownership, Contributing Capital etc. for all Members and/or Partners (M1 & M2 Reconciliation, Basis Reports)
Disclaimer:
Bill's Tax Service provides the information on this website as a service to its clients and the public. Bill's Tax Service makes no warranties, express or implied, as to the accuracy of information presented on this site or any links, sites, sponsors, or affiliates. While the information on this page is updated regularly, it may not reflect the most current position on a specific issue and should not be relied on for that purpose. As always, official sources and publications should be consulted for the most current rules and regulations.
