Everyone
- Valid photo ID
- Social Security cards or ITIN information
- Last year’s tax return, if available
- Bank information for direct deposit
Book a tax visit Get ready without the scramble
Your tax-day
packing list.
Keep sensitive documents secure
Don't send IDs, Social Security numbers, tax forms, or banking details through regular email.
Income
- W-2 forms
- 1099 forms and gig-work income
- Unemployment or retirement income
- Other income records
Life & credits
- Dependent information
- Childcare or education expenses
- Health insurance documents
- Homeownership or charitable records
Business owners
- Income and sales records
- Business expenses and receipts
- Mileage or vehicle records
- Contractor and payroll information
Don't have everything?