Individual and Sole Proprietor Filings
All Documentation can be securely uploaded via the Taxes to Go app
Personal information
Full Name of Taxpayer(s)
Date of Birth
Social Security Number(s)
Physical Address(es)
Email Address
Prior Year Tax Return
Dependent Information
Dependent Full Name(s)
Date of Birth
Social Security Number(s)
Relationship to Taxpayer
Custody Status for Dependent Children
Income Forms
W2 (Taxable Salary and Wages)
1099-INT, DIV, B (Investment Income, Dividend Income, Cryptocurrency Reports)
1099 NEC (Business Income for Sole Proprietor)
1099 G(Retirement and Unemployment Income
K1 (Pass-through Income)
Trust Income
Deductions
Property taxes paid
Personal Property Taxes
Mortgage Interest Paid
Mortgage Balances(only when balance exceeds $750,000
Investment Interest Paid
Cash Donations
Non-cash donations
1098 T (Higher Education Deductions)
Estimated Tax Payments
Small Business Filings
All Documentation can be securely uploaded via the Taxes to Go app
Financial Statements
Year-end bank statements for all open accounts
Year-end credit card statements for all open accounts
Year-end loan statements for all outstanding loans
Quarterly Sales Tax Returns
Year-end profit and loss statement
Payroll
940’s, 941’s and NYS-45’s for all Four Quarters
1099 filings
W-3 Transmittal of Wage and Tax Statements
Any IRS or State notices
Business Use Deductions
Auto Mileage(Vehicle Year, Make, and Model)
Total Square footage of Home(and Home Office space)
Mortgage Interest and Taxes (or Rent) paid for the year
Utilities (not including phone)
Repairs and maintenance
Insurance