| Social Security Card(s) - for the new client only |
| Driver's License(s) - for the new clients only |
| Dependents' Social Security Numbers/ITIN & Dates of Birth |
| Last Year's Federal and State Tax Returns - for new clients only |
| Wage Statements - Form W-2 |
| Pension and /or Retirement Income - Form 1099-R |
| Interest and /or Dividend Income - Form 1099-INT/Form 1099-DIV |
| State Income Tax Refund Amount - Form 1099-G |
| Social Security Income - Form SSA-1099 |
| Unemployment Income - Form 1099-G |
| Sales of Stocks or Bonds - Form 1099-B |
| Self-Employed Business/Farm Income & Expenses - Form 1099-MISC |
| Lottery or Gambling Winnings - Form W-2G |
| Lottery or Gambling Losses |
| Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1 |
| IRA Contributions |
| Child Care Expenses & Provider's Information |
| Medical, Eye Care, and Dental Expenses |
| Cash and Non cash Charitable Donations |
| Record of Purchase or Sale of Residence |
| Mortgage or Home Equity Loan Interest Paid - Form 1098 |
| Real Estate and Personal Property Taxes Paid |
| State or Local Sales Taxes Paid |
| Unreimbursed Employment-Related Expenses |
| Job-Related Educational Expenses |
| Tuition and Education Fees - Form 1098-T |
| Student Loan Interest - Form 1098-E |
| Foreign Taxes Paid (applies commonly to Infosys, TCS and other clients) |
