Aurora Notes, Inc.
Suggested List of Information needed to prepare tax returns:
1. Full Name
2. Permanent Address - where IRS correspondence will be sent.
3. Telephone Number
4. Date of Birth
5. Social Security #
6. Spouse's SS#, Date of Birth, and filing jointly, separately, etc.
7. The amount of any check you and or your spouse received from the IRS this year in the form of a rebate - if applicable.
8. W2's, 1099's & 1098's including 1099-DIV, All Interest Income statements, etc.
*9. Expenses due to work (It's best to total receipts by category on items that related to your work)
Category Examples
Advertising: (include donations in this category)
Auto Expense: (oil changes, new tires, repairs, NO GAS RECEIPTS)
Costumes/Uniforms: (stage clothes, stage make-up, dry cleaning,
wigs, costs of sewing alterations for stage clothes, shoe repairs, etc.)
Dues & Subscriptions: (organization
dues, trade magazines, online subscripts)
Health Insurance Premiums:
(If you pay for them, not an employer)
Interest Expense: (amount of interest you paid on a loan related
to your trade - STUDENT LOANS & MORTGAGES DO NOT GO IN THIS CATEGORY- please
list separately)
Legal & Professional Fees: (include
fees paid to agents, lawyers, tax preps, etc)
Meals: (meals - work related - business lunches - work
related parties)
Office Supplies: (business paper, pens, printer ink & toner,
etc)
Parking and Tolls: (notice: this is separate from the travel
category)
Postage & Shipping:
(any expense having to do with mail, including packaging)
Rent: (for storage space or equipment relating to your
trade - NOT living space)
Repairs & Maintenance:
(on musical instruments, on computers, costume repair, etc.)
Subcontractors: (people you may have paid to fill in for you
at work)
Supplies: (pencils, pens, paper, metronomes, music stands,
software, Palm Pilots)
Taxes & Licenses: (if
applicable - occupational licenses and related fees)
Telephone: (long distance phone cards, business portion of cell
phone charges, etc.)
Travel/Transport: (airline tickets, cab fare, metro fare, hotel
expenses)
*10. If you purchased something major, like a computer or other equipment, that you use solely or partially for work purposes, copy the receipt.
*11. Dependents (children) - their names and SS#'s
*12. Child Care Expenses
*13. Moving Expenses
*14. Other income, rent income, etc.
* Optional info
This
is only a suggested list, if there are other items that you have questions about
or items that have been left off of this list, please feel free to submit any
information for consideration.