What Documents Do I Need To Submit for My Returns?
The documents vary, depending on the person, and changes in their lives from one tax year to another. Below is a list of the kind of documents you may need to submit to your accountant to complete your return.
PLEASE UPLOAD YOUR DOCUMENTS TO OUR PORTAL, IF POSSIBLE.
We prefer to receive clear copies of your documents. If you mail or bring us documents, we do not need your original documents. Please keep a copy. All of your documents are scanned into our system and returned to you when your taxes are complete.
Below is a list of the documents we need in order to accurately and completely file your tax returns. As the client, you are responsible for submitting correct documents and letting us know as soon as possible if you receive corrected tax documents in the mail.