Required Documents For Your Filing
Each Taxcodes service has its own required forms and records. Review what applies to you then proceed to the upload section when ready.
Individual tax Preparation
For Filing Form 1040/1040-x
1
Personal Information
- Valid ID (driver's license, passport, or state ID)
- Social Security Number (SSN) or ITIN for Taxpayer, spouse, and dependents.
2
Income Documents
- W-2s from all employers
- 1099 forms (interest, dividends, retirement, unemployment etc.
- SSA-1099 (Social Security income)
- Any other income (rental, side, jobs, tips)
3
Deductions & Credits
- Mortgage interest (form 1098)
- Property tax statement
- Charitable donation receipts
- Medical expense receipts
- Education expenses (form 1089-T)
- Childcare provider info and payments
4
Previous year's tax return
Business Tax Services
For LLC, Partnership, or Corporation
1
Business Information
- EIN (Employer Identification Number)
- Formation document (Articles of Organization or Incorporation)
2
Financial Records
- Profit & Loss Statement
- Balance Sheet
- General ledger or bookkeeping records
- Bank & credit card statement
3
Income & Expense Documentation
- Invoices issued and receipts for expenses
- Payroll Records (if applicable)
- Depreciation schedules for assets
4
Prior-year business tax returns (forms 1065, 1120, or 1120-S)
Freelancer & Self - Employed
For filing schedule C with Form 1040
1
Income
- 1099-NEC or 1099-K forms
- Records of cash or digital payments
2
Expenses
- Business receipts and invoices
- Mileage log for business travel
- Home office expenses (square footage and utility bills)
- Equipment purchases (laptops, tools, software)
3
Bank statement (business or personal used for work)
4
Prior-year return (if self-employment continued)
IRS & State Tax Resolution
For resolving audits, back taxes, or payment Plans
1
IRS or State Notices/Letters
- All correspondence from IRS or state tax agencies
2
Previous Tax Returns
- At least last 3 years
3
Expense Proof
- Receipt or bank statement supporting deductions
4
Financial Information
- Current pay stubs
- Bank account statements
- List of assets & liabilities (property, Loans, etc.)
5
Identification
- Valid government-issued ID
ITIN Application & Renewal
Form W-7 filing
1
Completed Form W-7
2
Proof of Identity & Foreign Status
- Original or certified copies of passport, or
- Two of the following: National ID, birth certificate, visa, driver's license, etc.
3
Supporting Federal Tax Return
- Form 1040, 1040-NR, etc. (Unless exempt)
4
U.S. address and contact information
Marine Tax Services
For boat owner and marine businesses
1
Business or Ownership Documents
- Vessel registration or title
- Purchase/sale agreements
- Proof of ownership or lease documents
2
Financial Records
- Income from Charters, rentals, or sales
- Operating expenses (fuel, repairs, insurance, docking fees)
- Crew payroll (if any)
3
Depreciation schedules for vessels/equipment
4
Prior-year marine business tax returns
5