Getting your tax documents together to send to your tax preparer can be overwhelming, but we can help!  One of the most common questions we are often asked is, “What documents are needed for individual tax returns?”.

Below is a list of some basic information your tax preparer will need, along with some of the most common documents one might receive. This is a simple overview of the most common documents needed for tax season, but remember, everything listed may not apply to you. If you would like a more thorough checklist, reach out to us and we can send one to you! 

Basic Information

  • Full Legal Name, Spouse’s Full Legal Name, Social Security Numbers and Birthdates
  • Same info for your children 
  • Your Email Address and Spouse’s Email Address (each individual needs a unique email address, per the IRS for e-signature guidelines)
  • Checking or Savings Account info – Routing number, account number, and account type (if you are doing direct deposit)

Common Forms (this is not a complete list)

  • W2’s
  • W-2-G – Gambling Income
  • Schedules K-1 – Share of Income, Deductions and Credits
  • 1099’s (there are many different types of 1099’s. Send everything you receive and let us know if you are expecting additional forms) Some examples Include:
    • 1099-B – Stock/Mutual Fund Transactions
    • 1099-R – IRA Distributions
    • 1099-G – Unemployment, State and Local Refunds
    • 1099-MISC – Rents, Royalties and Other Income
    • 1099-NEC – Independent or Contract Work
    • 1099-INT – Interest Income
    • 1099-DIV – Dividends
    • 1099-B – Stock Sales
    • 1099 Composite – Investment Income
    • 1099-S (if you sold a home)
    • 1099-SA – HSA Distributions
    • SA-1099 – Social Security Benefit
  • 1095-A, -B, -C – Health Insurance Documentation
  • 1098 – Mortgage Interest
  • 1098-T – Tuition Paid
  • 1098-E – Student Loan Interest
  • 5498 – IRA and HSA Contributions

Other Helpful Information/Documentation

  • Alimony Received
  • Rental Property Income and Expenses
  • Business Income and Expenses
  • Any Letters or Communication from the IRS
  • Child Care Expenses
  • Teacher Expenses
  • Medical/Dental Expenses
  • Charitable Donations
  • Real Estate Taxes Paid
  • Other Income and Expenses
  • 1040-ES – Summary of Estimated Tax Payments Made
  • IRS Notice 1444 or other records showing economic stimulus payments
  • Advance Child Tax Credit Payments Received
  • Identity Protection PIN (if issued by the IRS)
  • New Clients should send the previous 2 years State and Federal tax returns.

This is not an exhaustive list of everything you may receive and need to submit to the IRS, but this should give you a general idea of what your tax preparer will need from you.

All documents can be submitted through our secure client portal.  Find more information regarding our NEW client portal HERE!

If you have any questions or need further assistance, don’t hesitate to reach out to us at 248-934-0550.


How to File an Extension

It is not uncommon to need more time to file your individual tax return. The IRS has made it possible to file your own tax extension.

What is a Tax Extension

As many are well aware, the federal income tax filing due date for individuals, for the 2022 tax year, is approaching fast. Due date is Tuesday, April 18, 2023.

If you feel you need more time, there’s no need to worry. Filing a tax extension is an option, and truthfully, it’s not nearly as frightening as it may sound.

2023 QuickBooks Online Improvements

Intuit constantly updates their system to provide their clients with the most up-to-date and efficient program possible. We’re proud to share their 2023 updates with our clients.

Make Your State & Federal Income Tax Payments Online!

Did you know that you have the option to make your state and federal income tax payments online? You can pay your state and federal income tax online, by phone, or with your mobile device using the IRS2Go app.

How to Register your Client Portal

Have you have received an email from Senter, CPA, P.C. with the subject “Senter, CPA, P.C. – Register Your Client Center Account”?

Below is a step-by-step guide on how to register your Client Center Account, or Client Portal.

2023 Price Increases

Thank you for choosing and trusting Senter, CPA, P.C. for all your tax and accounting needs. I am writing to let you know that there are some price increases going into effect for 2022 tax season.

2022 Senter, CPA Year in Review

Here at Senter CPA we had an incredible 2022. We’ve been busy assisting clients, contributing to our communities, and growing our team. We’ve added two full time TEAM members to our team who have greatly strengthened our service and capabilities. We’ve also added an annual tax season TEAM member who is an Enrolled Agent so you (and we) should notice an improvement to our turnaround time come the 2023 tax season. Wow! That will make us a TEAM of 6.

Welcome to the Senter, CPA Team – Rana Boykin

Rana Boykin is joining the Senter, CPA team as Seasonal Tax Accountant.

1099 Facts

With the end of the year rapidly approaching it may be time to think about issuing 1099’s.

Fact or Fiction for the Employee Retention Credit (ERC)

There are many people who may have question regarding the Employee Retention Credit (ERC) that became available for businesses during the Covid-19 pandemic.

Contact Us

6 + 1 =