• Putting documents in good order and keeping them that way through the entire process can reduce errors.
  • While or after interviewing the taxpayer, sort all supporting documents by type, into the following sequence, if a Client Facilitator has not already done so. (The order follows the Intake Booklet.)
    • Last year’s tax return
    • Social Security cards, ID cards
    • Income:  W-2s, 1099s (INT, DIV, MISC, SSA, Retirement, and so on)
    • Expenses, deductions
    • 1095-A (marketplace health insurance)

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