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Income forms, Copy of your ID, if you are self-employed you need to send over business records, summary of income/expense, or anything to verify business existence. If you have dependents you need to send a copy of their birth certificate, daycare statement, or school/medical records to prove you are supporting them.

The bank does not make the qualifications public but what we do know is they are going to verify if you owe any federal agencies, student loans, back child support, IRS, and if you received a refund the prior year.

Bring in your last year’s return and we will price match.   If you’re ready to file with us Tax Time & Co. Please go to www.gotaxtime.com Ready to file? File Virtually No

As a tax filer, the documents you need to send depend on your situation, such as whether you’re an individual, self-employed, or a business owner.

Here are the common documents you may need:

Online Application – REQUIRED

Valid Identification – REQUIRED

Drivers License

State ID

Government ID

Passport Proof of Dependents – can provide any of the following, however, if they do not have, the fee we will conduct due diligence, and the rate will increase

Birth certificate

Medical Records (that show address, dependents name & taxpayers name)

Lease agreement (that shows address, dependents name & taxpayers name)

Supporting documents that prove this is your dependent, the dependent relationship to you and you provided support in the home

Here are the types forms:

Income Forms examples below:

W2 – if taxpayer was an employee – REQUIRED, If applicable

1099 NEC – if taxpayer was an independent contractor NOT REQUIRED if they have total & name of the company

1099 R – if taxpayer pulled money out of their 401k – REQUIRED, If applicable

1099 MISC – if the taxpayer received rent, royalties, commission, etc… NOT REQUIRED, if they have the total & name of the company

Here are the common documents if you are a business owner:

Business Owners (NOT REQUIRED, DUE DILIGENCE REQUIRED by TEAM) can provide any of the following, however, if they do not have, the fee we will conduct a due diligence and the rate will increase

Income information

Expense information

Profit & Loss

Records that show what you made & what you paid (if a business owner)

Any business records

Business licenses

Business articles

Any and all records to support business filing

Here are the types proof of filing status:

Proof of Filing Status (can provide any of the following, however, if they do not have, the fee we will conduct due diligence and the rate will increase):

Lease agreement

Property tax statement

Rent receipts

Bank Statements

Utility Statements

If you have any questions about your return, please note that our information is limited to what is available on the IRS.gov site, specifically on the “Where’s My Refund” tool. Please visit the IRS website for an update. Helpful Resource: https://sa.www4.irs.gov/wmr/