Taxpayer Preparation Documents For Filing

Please be certain ALL documents are available at the time you submit in-person, online or by fax.

PDF files are preferred. JPG or PNG is acceptable, but not preferred.

All Filing Statuses

1. State-issued ID - front and back
2. Copy of Social Security card
3. Income forms such as W-2, 1099, etc.

For Self-Employed Individuals

1. Proof of Income: 1099, W-2, and/or any cash or equivalent receipts for services.
2. Summary of Business Expenses, including but not limited to: Invoices, Receipts, Cancelled Checks, Annual Summaries, etc.
3. Other documents include:
. Annual Accounting Ledger and/or Business Bank Statements if available.
. Proof of any professional licensing.

For Individuals With Dependents

Qualifying Relative

. Proof of residency showing relative lived at residence all year (bank or credit card statement, utility bill, etc).
. Proof of income for less than $5050.00 in 2024.
. Must provide more than half of your relatives total support each year.

Qualifying Child

1. Relationship: Child must be your son, daughter, step-child, eligible foster child, brother, sister, half-brother, half-sister, step-sister, step-brother, adopted child or an offspring of any of them.
2. Age: Your child must be under the age 19 or if a fulltime student under age 24. There is no age limit if your child is permanently and totally disabled.
3. Residency: Your child must live with you for more than half the year, but several exceptions apply.
4. Support: Your child may have a job but they cannot provide more than half of their own support.

Examples of Proof For Qualifying Children include:

.Certified school letter and/or Physician statement
. Form 1098-T
. Copies of birth certificates and social security cards for each qualifying child . Copy of birth certificate and social . . . . security card for the parent(s)
. Award letter for social services received
. Agency placement letter for foster children
. Proof of adoption

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