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What to Gather Before You Log In

Before logging into our secure TaxDome portal, take a few minutes to gather the documents below. Having these ready will make the process faster, smoother, and help us prepare your return accurately.

You don’t need everything listed — just what applies to you.

Personal Information
  • Social Security numbers (or ITINs) for you, your spouse, and dependents
  • Dates of birth for all dependents
  • Last year’s tax return (if you’re a new client)
  • Photo ID such as a driver's license (for identity verification, if requested)

If you are claiming dependents, you will need to provide documentation showing their name, date of birth/age, address, and relationship to you.

Personal Information
  • W-2s (employment income)
  • 1099-NEC/1099-MISC (self-employment and contractor work)
  • 1099-INT/1099-DIV (bank interest and dividends)
  • 1099-B/Consolidated Brokerage Statements (investment sales)
  • 1099-K (payment apps, online sales, platform sales)
  • Schedule K-1 (partnership income, S-corps, trusts)
Rental & Real Estate
  • Rental income and expense summaries
  • Mortgage interest statements (Form 1098)
  • Property tax statements
  • Repair and maintenance expenses
  • HOA fees
  • Insurance premiums
  • Closing statements for any property bought or sold during the tax year
Self-Employment/Business Owners
  • Business income records
  • Business expenses (software, supplies, mileage, phone, home office, etc.)
  • Vehicle mileage information (business vs. personal)
  • Prior-year depreciation schedules (if available)
Deductions & Credits
  • Childcare expenses and provider information
  • Education expenses (Form 1098-T)
  • Student loan interest (Form 1098-E)
  • Retirement contributions (IRA, HSA, SEP, Sold 401k)
  • Charitable contributions
  • Medical expenses (if significant)

If you're a Bookkeeping customer, we will have almost all of your rental and/or self-employment/business information already.

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If you need access or have trouble signing in, contact us and we’ll help you right away.