|
ACCUplus
Tax Service
17A Dunstable Rd.
P.O. Box 942
N. Chelmsford, MA
Tel:
978-251-0405
Fax: 978-251-0920
|
|
Learn More!
|
|
 |
YOUR
INCOME TAX CHECKLIST
- New Client -
Copy of last year's federal and state
tax returns.
- Income
– all statements you received during the
year (e.g. W-2, 1099 statements).
- Businesses and
Rental Properties – all business
related income and expenses. New clients please bring in depreciation
sheets.
- Stock/Mutual
fund sales, etc. Sales also require the
basis information.
- Job/Work related
expenses - Must exceed 2% of AGI.
- Itemizing this
year - bring statements of
mortgage/home equity loan interest paid, any real estate taxes paid,
excise taxes, and charitable contributions. Medical expenses must
exceed 7.5% of AGI.
- Social Security
numbers for all dependents. Social
Security numbers are required in order to file
.
- Childcare credit
– we need childcare provider
name, SS# or Tax ID #, address, and amount paid
- Estimated tax
payments - amount of payments during
the year and dates you made them.
- Bought/Refinanced/Sold
Home – all purchase and
sale settlement statements and all mortgage statements from the bank(s)
or mortgage company(s). (Form 1098).
- IRA/ROTH/SEP
Contribution - amounts contributed and
all year end IRA statements. Not all IRA’s are deductible.
- Certain work
related educational expenses might be
tax deductible. Consult your tax consultant.
- If you use your
car or other vehicle on the job (not
just for commuting), bring records/logs of auto usage: starting and
ending mileage for the tax year, total business mileage, total overall
mileage, and actual expenses such as repairs, lease fees, insurance,
gas, oil, parking, and tolls.
- Consider
electronic filing your tax return to receive
your refund in 2-3 weeks. (Direct Deposit info maybe
necessary)
- Health
Insurance Information (FEIN
# & Subscriber #)
|
