Tax document checklist

Use this as a starting point

These are general organizational reminders, not tax or legal advice. Tax rules, forms and deadlines change. Confirm current-year requirements with a qualified tax professional or the appropriate government agency.

• Personal identification and relevant taxpayer information.
• Income documents such as wage statements and records of other income.
• Records of deductible expenses, eligible contributions and relevant receipts.
• Prior-year tax return and notices received from tax agencies, if applicable.
• Banking details for payment or refund processing, shared only through secure channels.

For help discussing your tax, payroll or bookkeeping needs, contact Qwest Financial Services.