ABITS & Associates, Inc.

Automated Bookkeeping & Income Tax Service


Preparation Check List

Your Income Tax return can be prepared faster and you can assist me in helping you by looking over this checklist and by bringing with you the following:

  1. A copy of last year's return (if you are a new client).

  2. All W-2's received from all employers and 1099 Forms, if any. Any amounts received from rent, royalties, alimony, prizes, tips, etc. 

  3. Amount of interest earned on savings accounts and U.S. saving bond, and other investments.

  4. Dividends received. 

  5. The cost and selling price of stock sold during the year (bring brokers statement). 

  6. Total amounts received and expended in business.

  7. Medical expenses - Hospitalization premiums, Doctor's & Dentist's name and amount paid and cost of medical insurance. 

  8. Tax receipts paid for your home, Mobile Home and other property.

  9. If you bought a new automobile, bring the contract. 

  10. Installment contracts for interest paid. 

  11. Interest paid on your Home Mortgage (First and Second Trust Deed notes). 

  12. If you bought or sold property, bring Escrow statement (purchase and sale) and list of improvement costs. 

  13. Landlord's name, address and Telephone number.

  14. Contribution amounts to churches and charities, furniture and clothing (list names and amounts). 

  15. Political contribution amounts, bring receipt(s). 

  16. Record of casualty of theft loss(es), accidents, Fires… etc.). 

  17. Amount paid for child care (baby-sitting, nursery school, …etc.). 

  18. Miles driven for business & personal use and total gas, repairs and insurance cost. 

  19. Amount paid for car license (Registration Fee). 

  20. The cost of union or professional dues. 

  21. Safety shoes and equipment purchased. 

  22. Safety deposit box fees. 

  23. Record of any other miscellaneous expenses, (tools, uniform, cleaning, legal expenses, employment agency fees …etc.).

  24. Record of all education expenses incurred to improve your job skills and school's name, address and the subjects undertaken. 

  25. The address label that comes on your tax booklet helps the IRS process your return and speeds up any refund. Please bring the booklet with you. Also bring along your State income tax booklet if you receive one.

  26. If you have any questions about your income taxes, prepare a list of these questions and bring it with you.