Tax Appointment Checklist

For Businesses & Individuals



  • Last Year’s Tax Returns, State and Federal
  • W-2s
  • Form 1099’s from Banks, Brokerages for investment income
  • Form 1098 Mortgage Interest
  • Medical Expenses for the year, unless already claimed under a flexible benefits program
  • Dependent child care expenses, plus the name and SSN or EIN of your provider and the amount paid during the year unless already claimed under a flexible benefits program
  • Charitable Contributions
  • Car Registration Paid
  • Unreimbursed business expenses or unreimbursed teacher’s classroom expenses
  • Records of any other employment, unemployment compensation or other sources of income (such as lottery winnings)
  • IRA contributions
  • Tuition Expenses (Form 1099T)
  • Gains/Losses on sale of stock with acquisition dates & stock basis
  • Student Loan interest
  • Alimony paid or received
  • Unreimbursed Moving Expenses
  • Education Expenses for K-12 - see "Iowa Tuition & Textbook Credit Flyer" link below for more information or click here
  • Any other losses, such as theft
  • H.S.A. contributions or withdrawals

Iowa Tuition and Tax Credit Information »

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For Self Employed Individuals

If Self Employed - also provide the following:

  • List of all business expenses categorized and with receipts. If not exclusively for business purposes, the percentage business vs. personal
  • Payroll Information on any employees you have. (See 1099, W2 Information Sheets below or click here)
  • Mileage driven for business purposes & total miles driven (Mileage log links below)
  • Assets acquired during the year
  • Depreciation schedule for assets held
  • Health Insurance Paid
  • If using credit card for purchases, all statements with purchase descriptions
  • Bank statements for year
  • Log of meals and/or entertainment
  • Names and SSN or EIN of individuals that you paid for their services of $600 or more in the tax year
  • Square footage of home office and square footage of entire home
  • Utility bills
  • Insurance Bills
  • Property Tax Bill (for house or business building)
  • If selling a tangible product, inventory value at the beginning of the year and the end of the year
  • Vehicle Milage Log
  • W2/1099 Informational From

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