Having your documents organized before your appointment helps your return get prepared accurately and on time. Bring these to your appointment — please don't upload them on this public page.
Identification
- Photo ID
- Information for your spouse and dependents
Income
- W-2s
- 1099s (contract work, interest, dividends, retirement, and others)
- Self-employment income and expense records
Health coverage
- Health insurance tax forms where applicable, such as Form 1095-A for Marketplace coverage
Deductions and credits
- Childcare and education expenses
- Mortgage interest and property tax statements
- Charitable donation records
- Last year's return, if you're a new client
General, educational information only. Every return is different; no refund, savings, or tax outcome is guaranteed.
About the author
Written by Zaki Enterprise Advisors — Licensed Insurance & Tax Professionals.
Reviewed by the same Texas advisors who work with our clients on tax preparation, ACA, Medicare, and property & casualty coverage.