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  • Tel : +(561) 247-1238
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Tax Preparation Checklist

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Tax Preparation Checklist

Everything You Need to File
With Confidence

Preparing your taxes doesn’t have to be overwhelming. At Tax Select, we make the process easy by helping you gather the right documents before your appointment or file upload. Use this checklist to ensure you have everything needed to get started. Don’t worry if something doesn’t apply—we’ll guide you through it step by step.

Personal Information

To file your return accurately, we’ll need:

  • Government-issued photo ID (Driver’s License, Passport, or State ID)
  • Social Security Number or Tax ID for you and your spouse (if applicable)
  • Current mailing address (if different from your ID)

Dependent Information

If you’re claiming dependents, bring:

  • Social Security Number or Tax ID for each dependent
  • Date of birth
  • Birth certificate
  • Childcare expenses and provider details (Name, Address, EIN or SSN)
  • Documentation for adoption, custody, or legal guardianship (if applicable)

Income Documents

Include all income sources for you, your spouse, and dependents (if filing jointly).

Common income forms include:

  • W-2 forms (wages and salaries)
  • 1099-NEC or 1099-MISC (freelance, contract, or gig work)
  • 1099-G (unemployment benefits)
  • 1099-R (retirement distributions or pension)
  • SSA-1099 (Social Security benefits)
  • 1099-DIV / 1099-INT (investment income)
  • 1099-B or 1099-S (sale of stock or property)
  • K-1 (partnership or trust income)

If self-employed:

  • Income and expense records
  • Business bank statements
  • Receipts for equipment or supplies
  • Home office details (square footage, utilities, etc.)
  • Records of estimated tax payments

If you own rental property:

  • Income and expense log
  • Mortgage interest, taxes, insurance, and maintenance costs
  • Asset depreciation details

Deductions & Credits

Bring documents that may reduce your tax bill:

Education

  • 1098-T (tuition)
  • 1098-E (student loan interest)
  • Receipts for books or other qualified education expenses

Health Insurance:

  • 1095-A (Marketplace plan)
  • Out-of-pocket medical bills (if itemizing)

Home Ownership:

  • 1098 (mortgage interest)
  • Real estate/property tax records
  • Closing disclosures if you bought/sold a home

Charitable Donations:

  • Receipts for cash donations
  • Documentation for non-cash contributions

Other Deductible Expenses:

  • State and local income/sales taxes paid
  • Educator expenses (for teachers K-12)
  • Childcare provider receipts
  • Vehicle registration showing value-based tax

Need Help Navigating All This?

Whether you have a question, need to file, or just want to plan ahead—we’re here to help. You don’t have to figure it all out on your own.

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Frequency Ask Questions

Here are answers to some of the most common questions we hear. If you still have questions, feel free to contact us—we’re happy to help.

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Contact Us

Yes! We serve individuals and businesses across all 50 states. Whether you’re local or remote, our virtual services make tax preparation easy and accessible.

Absolutely. We offer secure online uploads through our client portal or mobile app. You can also choose to drop off your documents at our West Palm Beach office.

Once we receive all your documents, most returns are completed within 3–5 business days. Complex returns or missing information may take longer, but we’ll always keep you updated.

Testimonials

Hear From the People Who
Trust Us With Their Taxes

"Exceptionally thorough, knowledgeable, and caring. This was my first time using Tax Select, and I’ll definitely be back. Everything was explained to me clearly and I left feeling confident about my return."
John Doel
At Tax Select, we believe in making taxes simple, not stressful. Based in Florida, we work with individuals and businesses nationwide to prepare accurate returns, provide strategic tax planning.
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