Document checklist
A simple starting checklist
This is an illustrative starting point, not an exhaustive or official list. Bring what you have — we will help you fill the gaps.
Income documents
- 1099sThey show income reported to you, so the numbers match.
- W-2s (if you have them)Wage income for the year.
- Bank and payment statementsTo confirm what actually came in.
- InvoicesFor income you billed but want to track cleanly.
Expense and deduction records
- Receipts and expense logsTo support deductions you plan to claim.
- Mileage notesIf you drive for work.
- Home-office detailsSquare footage and related costs, if it applies.
- Software and subscriptionsRecurring business tools.
Prior-year and account records
- Prior-year returnA starting point and a source for carryovers.
- Bank statementsTo reconcile the full year.
- Loan or interest statementsFor interest paid or earned.
How to use this checklist
- You do not need all of it at once. Bring what you have, and we will identify what is still missing — one clear request at a time.
Start a sample intake
Start a sample intake and we will turn this list into a short, personal one. See how the sample process works.
Demo Accounting Co. is a fictional company created for FlowOps360 product demonstrations. This checklist is an illustrative sample, not tax advice. It does not provide tax, accounting, legal, or financial services. Not affiliated with the IRS, the U.S. Department of the Treasury, or any state tax authority.