Tax Document Checklist
Not sure what to bring to your appointment or submit through the intake process? This checklist covers most common situations.
Not sure what applies? Bring what you have — we'll help sort it out.
Review the categories that apply to you. If you are not sure whether something is relevant, bring it anyway — we will sort through it together.
Note: If you are unsure whether something applies, bring it. A document that is not needed will simply be set aside. Missing a relevant document may delay your filing.