What to Bring
Come prepared — get the most from your appointment and the biggest possible refund.
Document Checklist
Having everything ready saves time and maximises your return
Personal & ID Documents
✓Photo ID (Driver's Licence or Passport)
✓Social Security cards — you, spouse & dependants
✓Dates of birth for all family members
✓Prior year tax return (if available)
✓Bank account details for direct deposit
Income Documents
✓W-2 forms from all employers
✓1099 forms (freelance, contract, investment income)
✓Social Security or unemployment statements
✓Rental income records and expenses
✓Business income and expense records
Deductions & Credits
✓Mortgage interest statement (Form 1098)
✓Property tax receipts
✓Charitable donation receipts
✓Medical and dental expense records
✓Child care expenses and provider ABN/details
✓Education expenses and student loan interest
Other Useful Documents
✓Health insurance coverage (Form 1095-A/B/C)
✓Estimated tax payment records
✓Investment statements (1099-B, 1099-DIV)
✓Energy-efficient home improvement receipts
✓Business use of home or vehicle records
Pro Tips
Organise by Category
Sort your documents into groups (income, deductions, ID) before your appointment — it speeds things up considerably.
Bring Copies
Keep originals safe at home. Bring clear photocopies or digital scans — we work with both.
When in Doubt, Bring It
Unsure if something is deductible? Bring the receipt anyway — we'll tell you if it qualifies.