متطلبات التحضير الضريبي
متطلبات إعدادالضرائب
المتطلبات التي تحتاجها لتقديم إقرارك الضريبي:
1
Individuals
For Individuals – Please provide the following (via email or in person):
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W-2 forms
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Social Security cards for each person, including dependents
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Valid IDs for the taxpayer and spouse
2
Business Partnerships
Business Partnerships – Required Documents (if applicable):
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Form 1065 & Schedule K-1s
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Profit & Loss statement
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1099-MISC & W-2s
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Partnership agreement
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Social Security cards & IDs for all partners
3
LLC, Corporation
Corporate Tax Filings – Required Documents (if applicable):
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Secretary of State filing
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Profit & Loss statement
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1099-MISC forms
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Schedule K-1s (if any)
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Social Security cards & IDs of all corporate members
4
Home Owners
Homeowners – Required Documents (if applicable):
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Form 1098 (Mortgage interest)
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W-2 forms
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Home-related expenses (e.g. property taxes, upgrades)
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Social Security cards & IDs for taxpayer, spouse, and dependents
5
Contractors
For Contractors – Please provide the following documents (if applicable):
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1099-MISC forms
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Social Security cards for each person, including dependents
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Valid IDs for the taxpayer and spouse
6
Businesses
Businesses – Required Documents (if applicable):
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1099-MISC forms
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Profit & Loss statement
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Social Security cards & IDs for owners (and dependents, if filing jointly)
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Business formation docs (e.g. Articles of Incorporation/LLC)
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EIN confirmation letter (if available)