Tax resources & preparation checklist

A little preparation.
A smoother tax season.

Use this starting checklist to gather your records, then follow the specific document requests BTS provides for your situation.

What to gather before preparation

Personal information

  • Photo identification
  • Taxpayer and dependent information
  • Prior-year tax return, if available
  • Relevant tax notices or correspondence
  • Notes about changes in your household or address

Income documents

  • W-2 forms from employers
  • Applicable 1099 forms
  • Self-employment income records
  • Retirement and investment statements that apply to your return
  • Other income records requested by your preparer

Supporting records

  • Business expense records, if self-employed
  • Records for deductions or credits you plan to discuss
  • Health insurance documents where applicable
  • Estimated tax payment records, if any
  • Your list of questions for BTS

This is a starting checklist, not a complete list for every return. Providing a document doesn’t automatically make an expense deductible or establish eligibility for a credit.

Official tools

Go straight to the source.

These links take you to IRS resources. Check the official site for current instructions and processing information.

Need help understanding what a tool or notice means for your situation? Contact BTS before taking action you’re unsure about.

IRS: Check your federal refund → IRS: Check an amended return → IRS: Forms and instructions →

Keep your information private.

Please don’t send Social Security numbers, banking information, or tax documents by text, ordinary email, or social media. Contact us for the document-sharing method appropriate for your service.

Existing invited clients can sign in to the BTS client portal. If you haven’t started with BTS yet, book a free consultation first.

Have a question about what to bring?

Tell us what you need help with. We’ll explain the options, discuss pricing, and help you get started.

Book a free consultation