Individual Check List                    

Item # Item Description

 

Put Check Mark
 if On Hand
Individual Check List
1 If new client--A copy of last years return.  
2 Tax Payer's driver license.  
3 Tax Payer's social security card.  
4 Spouse's driver  license.  
5 Spouse's social security card.  
6 Dependent children's social security cards.  
7 Dependent parent's social security cards.  
8 2006 Telephone tax amount remitted.  
9 All W-2's (Wages Tax Allotment, Alimony).  
10 All 10-99's (Miscellaneous Income).  
11 All 10-99B's (Proceeds from Brokers & Barters).  
12 All 10-99G's (Government Payments & Gambling).  
13 All 10-99-INT's (Bank Interest).  
14 All 10-99R's (Distributions from pensions, annuities, retirement or profit Money plans, Individual Retirement Accounts,  insurance contracts. etc.).  
15 Home Mortgage Interest Amount.  
16 Home Property Taxes.  
17 Child dependent care (Child Care) amounts:
(1) 
For each child,
(2) 
Name of provider,
(3) 
Address of provider and
(4) 
Social Security Number or Employee Identification Number (EIN).
 
18 Non-Reimbursed medical to include:
(1) 
Medical bills,
(2)
 Doctor's bills,
(3) 
Hospital bills and
(4)  Premiums for health insurance.
 
19 Charitable donations amounts for:
(1) 
Cash, checks and
(2) 
Non-Cash items (Tangibles).
 
 

RENTAL HOME

 
20 Income Produced.  
21 All expenses in producing this income.  
22 If new client--The fair market value of property. when placed as a rental.  
 

UN-REIMBURSED EMPLOYEE EXPENSES

 
23 Expenses incurred that were nor reimbursed (out of pocket) to perform your job.  
24 Expenses incurred that were nor reimbursed [out of pocket] for mileage, travel and etc.  

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     Next Updating: 31 December 2012