QUICKDOCS TAX CENTER — DOCUMENT STARTING LIST

Gather the records that match your situation. Your preparer may request other records.

PERSONAL INFORMATION
Identification and household information; prior-year returns; relevant notices.

INCOME
W-2s; relevant 1099 forms; retirement or benefit statements; other income records.

SUPPORTING RECORDS
Education, childcare, home-related expenses, health coverage, and other records relevant to your situation.

BUSINESS / SELF-EMPLOYMENT
Income and expense summaries; business purchases; mileage records; estimated payments, if applicable.

SHARING DOCUMENTS
Use your personal QuickDocs client portal invitation. Do not send sensitive records through ordinary email or a public website form.

Request an invitation through the QuickDocs Tax Center on longliferides.com.