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Continue your work with the team, share requested records, and look for available return copies.
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A more organized start.
Prepare for your appointment, find your portal, and gather the records for your next step.
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Bring your goals, questions, relevant tax years, and a summary of your records.
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Portal guidanceGather what applies to you.
These are starting checklists. Your preparer will confirm which documents apply and request any additional records. Share sensitive documents through the designated client process.
Your personal tax checklist.
- Your prior-year federal and state returns, if available.
- Current-year income documents such as W-2s, 1099s, retirement statements, and relevant investment records.
- Self-employment or rental income and expense records, if applicable.
- Records for potential deductions or credits, such as education, childcare, charitable contributions, and home-related items.
- Estimated payments, extension payment confirmations, and tax notices, if applicable.
- A summary of changes such as marriage, dependents, moving, a home sale, or a new business. Provide identifiers and identity documents only through the team’s designated process.
Your business tax checklist.
- Prior business returns and the business’s legal name, entity information, and ownership changes.
- Profit and loss, balance sheet, general ledger, and prior-year ending balances, if available.
- Bank, credit card, loan, payment processor, and POS statements for the relevant periods.
- Payroll reports, contractor payment records, and applicable information returns.
- Inventory records, equipment purchases and disposals, financing documents, and relevant leases.
- Owner contributions, distributions, reimbursements, tax payment confirmations, and agency notices.
- A list of unreconciled accounts, missing periods, or transactions that need clarification.
Official IRS tools.
Check a federal refund
Use the IRS refund status tools for updates from the agency.
Visit IRS refund toolsReview payment options
Find federal tax payment information directly from the IRS.
Visit IRS paymentsRequest tax records
Find IRS information about obtaining tax records and transcripts.
Visit IRS transcriptsNeed a copy of your return?
Check your client portal for available documents. If you cannot find the year you need, contact the team and identify the tax year. A request for a copy is different from confirming that a return was accepted for filing.
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Tax tips & local resources
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