When you come to visit for your tax appointment (in person or remotely),  you will need some of the documents and information listed below. These suggested documents are needed to complete your return.  This is what you should bring, drop off or send* to our office so we can prepare an accurate tax return and get the best refund possible for you.

  • Your previous year’s tax return (for transfer of the carry forward information, if applicable)
  • Taxpayer’s Information Sheet Filled and Signed (Download it here)
  • Valid photo IDs for you and your spouse for joint returns
  • Security PIN received from IRS, if applicable
  • Bank information (Routing & Account Numbers) for direct deposits/withdrawals
  • If you qualify for Earned Income Tax Credit (EITC)
    • Proof of relationship for your qualifying children
      • Birth certificate, marriage certificate, adoption records, court records, etc.
    • Proof that your qualifying children lived with you more than half of the tax year
      • Medical records, school records, social services or placement agency records, landlord’s statement etc.
  • Education Payments
    • Forms 1098-T, 1098-E (for student loan interest paid), the amount of qualified educational expenses, records of any scholarships or fellowships you received (not listed on form 1098)
  • Income Information for you and your dependent
  • Affordable Care Act
    • Form 1095-A if you enrolled in an insurance plan through the Marketplace (Exchange)
    • Marketplace exemption certificate (ECN) if you filed for and received an exemption from the Marketplace (Exchange)
    • Form 1095-B and/or 1095-C if you had insurance coverage through any other healthcare provider
  • Other Personal Expenses
  • Self-Employment Income and Expenses
    • Proof or records for your income from all self-employment sources (canceled check(s), 1099NEC or MISC forms, bank statement showing income deposit, etc.)
    • Summary of all expenses for running your business, business-use assets, business use of your vehicle.
    • Please see/download our Self-Employment checklist here (coming soon)
  • If you were affected by a federally declared disaster
  • Additional documents and information that might be useful in preparation of your return
    * Please choose the most secure method when sending your documents (fax, password protection etc).  Relax It’s Just Tax is not responsible for data lost or compromised when using un-secure electronic transfers.