Documents We Use

Here is a sample listing of documents we use to deliver your financial services.

Taxpayer Note: If you are reporting income related to an entity, such as your business or your rental property, then group any source documents you are providing by the entity, followed by the document type.

Learn How to Keep Your Papers In Order

Documents We Use

INCOME
- Invoices
- Sales Receipts
- Deposit Receipts
- Paycheck Statements
- Form W-2 from employer
- Form(s) 1099 from customers/clients
- Form(s) 1099 issued by government or other entity for taxable income
See More List Item 1
EXPENSES
- Bills
- Check copies
- College tuition and other educational expenses
- Credit Card statements
- Expense Receipts for purchases by cash, check, credit or debit card
- Government-Issued Forms for tax deductible expenses
- Medical and prescription expense receipts
- Mortgage interest and mortgage insurance premiums
- Mortgage and Consumer Loan documents
- Proof of payment for other taxes
See More List Item 2
REPORTS & STATEMENTS
- Bank Statements
- Merchant Statements
- Cash App; PayPal; Square; Stripe, etc.
- Charitable Contribution Statements
- Church tithes; 501(c)(3) organizations
- Credit Card Statements
- Investment Statements
- IRA; 401(k); 403(b); 529; Brokerage account
- Paycheck Statements
- Payroll Reports
- Tax Returns from Prior Years
See More List Item 3

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