• 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)
  • Pub 4012, starting on page O-10, has a helpful multi-page list of forms and topics for navigating TaxSlayer, showing the search keyword for each, the respective 1040 line, and how to navigate to the related page in the Federal Section of TaxSlayer.

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