Ultimate 2024 Tax Prep Checklist

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Simply's Tax Prep Checklist

Tax season can be a stressful beast, but it doesn’t have to be. This year, streamline your drop-off with our handy checklist.

Essentials to Bring:

1. Personal Information:

  • Social security numbers: for yourself, spouse, and dependents.
  • Driver’s licenses or photo IDs: for everyone claiming a refund.
  • Last year’s tax returns: (federal and state) for reference and pre-populated information

2. Income Documents:

  • W-2s: from all employers.
  • 1099s: including 1099-INT for interest, 1099-NEC for non-employee compensation, and others depending on your income sources.
  • Other income statements: bank statements reflecting taxable interest, unemployment benefits, rental income, etc.

Deductions and Credits:

  • Receipts: for charitable donations, medical expenses, childcare costs, mortgage interest, education expenses, and any other claimed deductions.
  • Mileage log: if claiming mileage deductions for business use of your car.
  • Home office documentation: if claiming a home office deduction (square footage, mortgage/rent statements).

 Additional Documents:

  • Health insurance statements: for claiming premium tax credits.
  • Investment statements: for capital gains or losses.
  • Student loan statements: for claiming student loan interest deduction.
  • Any other relevant documents: related to your specific tax situation.

Bonus Tips for a Smooth Drop-Off:

  • Organize your documents:
  • Group similar documents together in folders or envelopes.
  • Make copies: Keep copies for your records.
  • Review your checklist: Ensure you haven’t missed anything before your appointment.
  • Ask questions: Don’t hesitate to clarify any doubts you have.
  • Relax and trust the experts: We’re here to help you navigate the tax maze with ease.

Following this checklist and arriving prepared will ensure a quick, efficient, and stress-free drop-off experience. Let’s work together to make this tax season your smoothest one yet!

I hope this helps you optimize and speed up your tax preparation this year

View Tax Client Income Form online here

Disclaimer: The information provided in this article is for general informational purposes only and should not be considered as professional tax advice. Consult with a qualified tax professional for personalized guidance based on your specific needs.

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