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What to bring | Affordable Tax Service, Port St.Lucie FL
Contact Affordable Tax Service Connecticut
Friday, March 29, 2024
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What to bring to your appointment

bring to ATS appointment HartfordTo expedite your Federal and State Tax Return preparation and filing, you will need to bring the following items to your appointment.


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  • Tax Preparation Checklist - Business
  • Tax Preparation Checklist - Individuals

General

  • A copy of the last three year’s Federal and State tax return Articles of Incorporation, Partnership Agreement, Operating Agreement, etc.
  • Copy of current period balance sheet, income statement, trial balance and general ledger Prior year financial statements
  • List of all business owners including:
  1. Name
  2. social security numbers
  3. address
  4. percent of ownership
  5. date ownership acquired
  6. detail of distributions
  • Schedule of owner fringe benefits received Schedule of loans to/from owners including loan agreements
  • Details of any related party transactions
  • Copies of all payroll forms and 1099 forms for the year
  • Amounts of any estimated tax payments Listing of interest and dividend income
  • Vehicle information and use, including vehicle leases Information on any employee benefit plans including retirement plans, health insurance, etc.
  • Details of meals and entertainment expense
  • Any Internal Revenue Service and Department of Revenue correspondence received during the year List of any activities in other states
  • Details of fixed assets and depreciation schedules

Income

  • List of bank deposits
  • All 1099s Other income (interest etc.)

Cost of Good Sold

  • Beginning inventory
  • Purchases of goods sold Materials & supplies
  • Ending inventory

Auto Expenses

  • Lease payments
  • Auto insurance Interest of auto loan
  • Repairs & maintenance total business miles driven
  • Total gas purchases
  • Date car purchased Model and make of auto

Salaries & Wages

  • Total gross wages paid Company paid
  • FICA Federal unemployment paid
  • State unemployment paid
  • Worker’s compensation paid

Expenses

  • Advertising
  • Commissions paid
  • Liability insurance Interest paid
  • Legal & professional fees paid
  • Office supplies
  • Rent paid
  • Dues & subscriptions
  • Travel expense
  • Meals & entertainment
  • Utilities
  • Bank charges
  • List of assets (cost & date acquired)
  • Health insurance premiums

Office Located in Your Home

  • Total square feet of home
  • Total square feet of office
  • Mortgage interest
  • Real estate taxes
  • Utilities paid
  • Home repairs Home insurance
  • Copies of 1099's paid to vendors/contractors

General Information

  • Full Name as it appears on your social security card
  • Social Security Number: yourself, spouse, and dependents
  • Date of Birth: yourself, spouse and dependents
  • Voided Check (if electronic filing)
  • Last Years Tax Return
  • Payments of Estimated Federal, State, local taxes paid
  • Presidential Election Fund Contributor Yes/No

Income Information

  • W-2s
  • 1099 – Interest and Dividend Income, Retirement, Annuities, tax refunds
  • Unemployment Compensation
  • Social Security received
  • Alimony received
  • Gambling income and losses
  • Cost Basis of Securities
  • Sold Rental  and Property Income

Itemized Deductions

  • Medical Expenses (Health Care – Prescriptions, Doctors, Dentists, Eyeglasses, Medical Insurance, Long Term Health Care Insurance)
  • 1098 – Mortgage Interest Expense Real Estate Taxes and other taxes paid List of Charitable Contributions and detailed receipts
  • Unreimbursed Job Expense
  • Union/Professional Dues, Job related educational costs, Investment expenses, Job search expense, Hobby expense, Work uniforms, safe deposit box, tax preparation fees

Tax Credit & Deduction Information

  • Child Care Expenses
  • 1098-T Education Tuition Expense Interest Paid on Student Loans
  • Alimony Paid (please bring the Social Security number of recipient)
  • Medical savings account
  • Moving expenses IRA contributions
  • Rental Property Expense & cost basis Adoption expenses
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