Welcome to Daycare AccountingPro!
Please check the lists below for the documents we will need.
PERSONAL TAX RETURNS
- Last Year's federal and State Tax Return (New Clients Only)
- Copy of State ID or Driver's License (front and back)
- All Income Statements (W2, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-K, 1099-Q K1, etc)
- Upload Tax Deduction Statements (1098-MGT, 1098-T, 1098-EDU, 1095-A/B/C, etc)
- Payroll Reports W3 Summary
- Upload Childcare Expenses with Name, Address and TAX ID or SSN of Provider (If applicable)
- Upload Rental Property Income/Expenses (if applicable)
- If you file a Schedule C - Upload self-employment/sole proprietor income & expenses (Profit & Loss statement AND Balance Sheet)
- Upload copy of VOIDED check for direct deposit (if applicable)
- Upload any notices (levy notices, demand for payment etc) from any tax authority (IRS or releveant State)
BUSINESS TAX RETURNS
- Copy of last year filed business tax return
- Upload Articles of Incorporation / Articles of Organization
- Upload CP575 (EIN/TAX ID acknowledgement from IRS)
- Upload IRS Acceptance of tax election (Scorp approval notice), if applicable
- Upload Last year’s tax return (business & personal)
- Upload profit/loss and balance sheet
- Upload income (1099-NEC, 1099K, etc) and expense spreadsheet
- Upload Equipment List (business assets purchases)
- Provide Payroll info (W3 Summary or ALL Quarters of 941)
- Drivers License for all owners (front and back)
