TAX-FUNDAMENTALS5 MIN READ
Sort the Tax Documents Before You Open Software
Classify common tax documents by the role they play in return preparation.
Sort each document by its primary tax-prep role before entering numbers. Income reported Deduction support Credit support Tax payments and withholding Identity or entity setup Form W-2 from employer Form 1099-NEC from a client Business mileage log with dates and purpose Charitable contribution receipt Childcare provider statement with EIN Form 1098-T tuition statement IRS Direct Pay confirmation for quarterly estimate State withholding shown on wage form EIN confirmation letter for the LLC Completed W-9 from contractor
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