Mays Concepts, LLC

Accounting, Quickbooks, Bookkeeping, Tax Services, Payroll, Notary Public

Income Tax Check List: Complete & Print. Go to Appointments page to set up your Tax Preparation time & date.


Mays Concepts LLC Preparation Checklist – TY 2016


Personal Data

This checklist was designed as your personal guide to compiling your tax documents.  

Social Security Numbers (including spouse and children)
Child Care Provider : Name, address, tax I.D. or SS Number
Alimony paid: Social Security Number

Employment & Income Data

W-2 forms for this year
Unemployment compensation: Forms 1099-G
Miscellaneous income including rent: Forms 1099-MISC
Partnership, S Corporation, & trust income: Schedules K-1
Pensions and annuities: Forms 1099-R
Social Security/RR1 benefits: Forms RRB-1099
Alimony received
Jury duty pay
Gambling and lottery winning
Prizes and awards
Scholarships and fellowships
State and local income tax refunds: Form 1099-G

Homeowner/Renter Data

Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses

 Financial Assets

Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R

Financial Liabilities

Auto loans/leases (account #, car value) for business only

Student loan interest paid
Early withdrawal penalties on CDs and other time deposits

Automobiles

Personal property tax information 

Expenses

Travel Expenses, Uniforms, Union Dues, Subscriptions 

Gifts to charity 

Reimbursable Expenses-volunteer work
Reimbursable Expenses-job 

Investment expenses
Job-hunting expenses
Job-related education expenses
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees

 Self-employment Data

Business income: Forms 1099-MISC and/or own records
Partnership SE income: Schedules K-1
Business Expenses: Receipts, documents & own records
Farm-related expenses: Receipts, documents & own records
Employment taxes & other business taxes paid 

Miscellaneous Tax Documents

Federal, State & Local estimated income tax paid

IRA, Keogh and other retirement plan contributions

Records to for Medical Expenses
Records to for Casualty or Theft losses
Records for Expenditures that may be deductible
Records for Revenue or Sales of Property

 

 Please Print and Bring To Appointment...

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