Tax Questionnaire Required Documents (if applicable)
Personal & Dependent Identification Information:
1. Social Security Numbers or ITINS 2. Driver's license or state-issued ID 3. Dates of birth for all dependents 4. Spouse's personal information (if filing jointly) 5. Daycare provider info (name, address, and EIN or SSN).
All Earning Statements:
1. W-2 (Wages) 2. 1099-NEC (non-employee compensation) 3. K-1 (Partnerships, S corps, trusts) 4. 1099-G (Unemployment compensation) 5. Forms 1065, 1120, 1120-S, 706, 709, 720 Self-employment income
Business Income & Expense Documents
1. Gross receipts/sales 2. Travel, mileage, meals, supplies 3. Equipment purchases and other operational costs
Health Insurance Information
1. Forms 1095-A, 1095-B, 1095-C 2. Records of out-of-pocket medical expenses
Education-Related Forms
1. 1098-T (Tuition payments) 2. 1098-E (Student loan interest).
Investment Income Documents:
1. 1099-INT (Interest) 2. 1099-DIV (Dividends) 3. Capital gains/loss reports from brokerage accounts
Charitable Contributions:
1. Receipts or bank records of donations 2. Valuations of non-cash donations
Key Tax Considerations
Quarterly Estimated Taxes:
1. Due April 15, June 15, September 15, and January 15 (following year).
Employment Taxes:
2. File Form 941 quarterly if you have employees.
State & Local Taxes:
3. Separate filings may be required based on your business location
Filing Deadlines
1. March 15: Partnerships & S Corporations 2. April 15: Sole Proprietors & C Corporations (calendar year)
Extensions:
1. Individuals: File Form 4868 for a 6-month extension. Due date October 15 2. Businesses: File Form 7004 for most entity types. Due date September 15.
Contact Our Tax Advisory Team
Reach out to Sherman Tax & Financials office for personalized tax and accounting services.