Businesses

• Year-end bank reconciliations.
• Year-end bank statements.
• Physical inventory records with costing, if applicable.
• W-3, W-2s and 940
• Year-end commercial loan statements.
• Invoices for new equipment purchases made during the year.
• Loan documents for new loans.
• List of bad debt write-offs.
• Broker statements, if the business has investments.

Individuals

• W-2s
• 1099s as follows:
  1. 1099-B, Proceeds from sale of stock.
  2. 1099-INT, Interest income.
  3. 1099-R, Pension distributions.
  4. 1099-G, Unemployment compensation.
  5. 1099-DIV, Dividend income.
  6. 1098, Mortgage interest expense.
• K-1s from other businesses.
• Contributions — cash and non-cash.
• Tax estimates — federal, state and local.
• Child/day care information.
• Medical expenses as follows:
  1. Health insurance premiums.
  2. Payments to doctors, dentists & hospitals.
  3. Prescription drug expenses.
• Miscellaneous deductions as follows:
  1. Safe deposit box fees.
  2. Investment expenses.
  3. Unreimbursed business expenses.
• Changes that occurred during the year,
  i.e., new baby, change in marital status, or
  purchase of new home.
• Settlement sheets from purchases and/or sales
  of property.
• Affordable Care Act Tax Forms (1095A, 1095B & 1095C)
• 1099-NEC - Non-employee Compensation

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