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Documents Required to File Taxes

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As we file your tax returns this year, we would appreciate your help in making sure we have everything we need to do the best job for you. Please come to our office prepared. All your documents must be printed out, removed from their envelopes, and organized. For security purposes, we cannot accept any external thumb drives. To maximize the security of our clients’ sensitive data, our clientele does not have access to the ZSL Tax Wi-Fi network. So, any documents you need to access online should be printed prior to your arrival to our office. We value your time; by following ZSL Tax’s standard procedures, you will help us in completing your appointment as efficiently as possible.  

Require Documents:

 

If single:

  • Bring in last years tax return (if you are a new client) 

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage Interest and Property tax form

  • Interest income statement for end of the tax year

  • If student tuition form​​

  • Driver license 

  • Routing number and account number for direct deposit 

If married filing jointly:

  • Last year’s tax return (if you are a new client) 

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage interest and property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

  • If Married with children: copies of social security for the kids as well as dates of births​​

  • Driver license 

  • Routing number and account number for direct deposit

If married filing separately:

  • Last years tax return (if you are a new client) 

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage interest and property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

  • If Married with children: copies of social security for the kids as well as dates of births

  • Spouse's social number​

  • Driver license 

  • Routing number and account number for direct deposit

​​

If head of household:

  • Last year’s tax return (if you are a new client) 

  • W-2 or 1099 Form

  • Health Insurance Marketplace Form 1095-A

  • Mortgage interest and property tax form

  • Interest income statement for end of the tax year

  • If student tuition form

  • Copies of everyone's social security cards with dates of births

  • Driver license 

  • Routing number and account number for direct deposit

 

If filing for business tax return:

  • Income or expense reports or bank statements for 12 months (January - December)

  • Federal ID

  • LLC or Incorporation documents it

Relevant Forms

1099-NEC (Unemployed Compensation)

1095-A (Health Insurance Market Place)

1099-R

1099-SSA

1099-G

1099-INT

1098 (Mortgage Interest Statement)

1098-T (Tuition Statement)

1099-MISC

Form W-2G (Certain Gambling Winning)

Lyft and Uber summary pages 

Robinhood Transaction Report (stock)

 

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