📌 Essential & Acceptable Tax Documents | What You Need to File Your Taxes Preparing to file your taxes doesn’t have to be overwhelming.
In this PowerPoint presentation, we walk you through the essential and acceptable documents you should gather before scheduling your tax appointment. This video is designed to help individuals, families, and small business owners:
✔️ Understand which income documents are required
✔️ Identify acceptable proof for deductions and credits
✔️ Avoid delays caused by missing or incomplete paperwork
✔️ File accurately, efficiently, and with confidence
Whether you’re filing a simple return or have multiple income sources, this presentation provides clear guidance to help you come prepared and informed.
📂 Topics Covered Include:
-Personal Information Documents
-Income documents (W-2s, 1099s, self-employment income)
-Investment & Other Income Documents
-Adjustment & Deduction Documents
-Credit Related Documents
-Home Ownership and Property Documents
-Prior Year and Banking Information
⚠️ Please note: Tax laws and documentation requirements may vary based on individual circumstances. This presentation is intended to serve as a general informational guide to help tax filers prepare and get started.
👉 Ready to file? Contact Rickenbacker's Tax Preparation Services (RTPS, LLC) to schedule your appointment or visit our website for additional free tax resources.
📌 Essential & Acceptable Tax Documents | What You Need to File Your Taxes Preparing to file your taxes doesn’t have to be overwhelming.
In this PowerPoint presentation, we walk you through the essential and acceptable documents you should gather before scheduling your tax appointment. This video is designed to help individuals, families, and small business owners:
✔️ Understand which income documents are required
✔️ Identify acceptable proof for deductions and credits
✔️ Avoid delays caused by missing or incomplete paperwork
✔️ File accurately, efficiently, and with confidence
Whether you’re filing a simple return or have multiple income sources, this presentation provides clear guidance to help you come prepared and informed.
📂 Topics Covered Include:
-Personal Information Documents
-Income documents (W-2s, 1099s, self-employment income)
-Investment & Other Income Documents
-Adjustment & Deduction Documents
-Credit Related Documents
-Home Ownership and Property Documents
-Prior Year and Banking Information
⚠️ Please note: Tax laws and documentation requirements may vary based on individual circumstances. This presentation is intended to serve as a general informational guide to help tax filers prepare and get started.
👉 Ready to file? Contact Rickenbacker's Tax Preparation Services (RTPS, LLC) to schedule your appointment or visit our website for additional free tax resources.