Tax Document Checklist & FAQs
Everything you need for a smooth, stress-free visit. Review our organized document checklists and answers to frequently asked questions.
What Should I Bring?
Bringing complete records to your appointment helps us maximize your eligible credits and file your return without delays.
Note: This is a general checklist. The exact documents required depend on your individual circumstances. If you are unsure whether a document is needed, bring it along or give us a quick call at 717-597-4888.
Individual Taxes
For personal returns (Form 1040, PA-40, and local EIT)
- Government Identification: Driver's license or state ID for taxpayer & spouse.
- Social Security Numbers: Social Security cards or ITIN letters for yourself, spouse, and dependents.
- W-2 Forms: Wage and tax statements from all employers for the tax year.
- 1099 Forms: 1099-INT (interest), 1099-DIV (dividends), 1099-B (stock/crypto sales), 1099-R (pensions/IRAs), 1099-G (unemployment).
- Previous Tax Return: Copy of your prior year's federal, PA state, and local returns.
- Mortgage Documents (Form 1098): Mortgage interest paid, real estate taxes, and PMI if applicable.
- Childcare & Education Records: Daycare provider name, address, EIN/SSN, plus Form 1098-T for college tuition.
- HSA / Healthcare Forms: Form 1095-A (Health Insurance Marketplace) and Form 1099-SA (HSA distributions).
- Charitable Contributions: Receipts or bank statements for donations of cash or property.
Self-Employed & Freelancers
For independent contractors, gig workers, and Schedule C filers
- 1099-NEC & 1099-K Forms: Statements of non-employee compensation and payment app processing.
- Total Gross Business Revenue: Bank deposit summaries, invoicing logs, or sales receipt totals.
- Itemized Expense Records: Advertising, office supplies, insurance, software, phone, utilities, and dues.
- Mileage & Vehicle Records: Total business miles driven vs. personal miles, and vehicle date placed in service.
- Equipment & Tool Purchases: Receipts for computers, machinery, tools, and office furniture.
- Contractor Payments Made: Total paid to subcontractors and their W-9 tax identification information.
- Estimated Tax Payments Made: Dates and dollar amounts of quarterly federal/state estimated tax vouchers paid.
Business Clients
For LLCs, Partnerships, and small corporations
- Profit & Loss (P&L) Statement: Annual income statement detailing total revenues and categorical expenses.
- Year-End Balance Sheet: Summary of assets, liabilities, bank balances, and owner equity accounts.
- Payroll Records & Form 941s: Annual employee wage totals, tax filings, and state unemployment reports.
- Subcontractor 1099 Records: Summary of payments made to vendors along with Form W-9s.
- Asset Depreciation Schedule: List of new capital assets purchased, sold, or disposed of during the year.
- Previous Business Tax Returns: Prior year's business returns (Form 1065, 1120-S, or 1120).
- Bank & Credit Card Statements: December 31st reconciliation statements for all corporate business accounts.
Frequently Asked Questions
Have questions about tax season or our services? Here are the most common questions our clients ask.
Please bring a valid photo ID, Social Security cards for everyone on the return, all W-2s, 1099s, mortgage interest statements (Form 1098), health coverage forms (1095-A if applicable), and a copy of your prior year's tax return. For a complete list organized by tax type, refer to our 'What Should I Bring?' checklist above.
Didn't find what you were looking for?
Our team at UV Tax Services LLC is happy to assist. Give us a call or send us a message.