Personal and household records
Bring the documents that apply to your household, dependents, income, deductions, and any tax notices you received.
- W-2s, 1099s, retirement income, and other income documents
- Driver license or government-issued ID information
- Dependent information
- Childcare, education, mortgage, property tax, charitable giving, and deduction records
Business, farm, and ranch records
Local operators should organize income, expenses, mileage, equipment, payroll, livestock, and bookkeeping records before the appointment.
- Income and expense summaries
- Mileage logs
- Equipment purchases and sales
- Livestock and farm records
- Payroll and bookkeeping records