Accurate Taxx LLC
Information Needed
Please gather the following information prior to starting your return filing process. This information
will aid in accuracy of filing your return correctly.

EARNED INCOME VERIFICATION :

Please provide information to show that your dependant lives in the home with you and you care      
for them over half the year!
ex. Divorce decree,childcare statements, gov't assistance forms, shot records with address listed,
Notarized lease with all dependants listed!

DEDUCTION EXPENSES
  •                              - FAMILY MEDICAL EXPENSES
  •                              - MEDICAL INSURANCE PREMIUMS PAID
  •                              - PRESCRIPTION MEDICINE AND DRUGS (TOTALS)
  •                              - DENTAL PAYMENTS
  •                              - MILES TRAVELED FOR MEDICAL PURPOSES
  •                              -EDUCATIONAL EXPENSE FOR YOU AND SPOUSE
  •                              -DEPENDANTS POST HIGH SCHOOL EDUCATIONAL EXPENSE

  •                              -MORTGAGE INTEREST
  •                              -2nd MORTGAGE INTEREST PAID
  •                              -REAL ESTATE TAXES PAID
  •                              -AMOUNT OF STATE REFUND RECEIVED LAST YEAR
  •                              -PERSONAL PROPERTY TAXES PAID  (VEHICLE REGISTRATION ETC)

  •                                                              -MOVING EXPENSE
  •                              -UN REIMBURSED EXPENSES RELATED TO VOLUNTEER WORK
  •                              - IRA CONTRIBUTIONS
  •                              -CHARITABLE CONTRIBUTIONS OF CASH (RECEIPTS IF OVER $250)
  •                              -AMOUNT PAID TO HAVE TAXES PREPARED LAST YEAR
  •                              -UNION AND PROFESSIONAL DUES
  •                             - JOB HUNTING EXPENSE

  •   PAYMENTS

  •                              -ESTIMATED PAYMENTS MADE WITH ES VOUCHER

CREDITS

  •                              -CHILD CARE EXPENSE
  •                              - EDUCATION EXPENSE

  •   INCOME
  •                                       - FORMS W'2 FOR WAGES, SALARIES AND TIPS
  •                              -INTEREST INCOME STATEMENTS:  FORMS 1099INT
  •                              -ALIMONY RECEIVED OR PAID
  •                              -SOCIAL SECURITY AND RAILROAD RETIREMENT INCOME
  •                              -UNEMPLOYMENT COMPENSATION RECEIVED
  •                              -FORM SSA-1099
  •                              -BUSINESS INCOME AND EXPENSES
  •                              -MILES TRAVELED FOR BUSINESS PURPOSES ONLY


  •  PERSONAL
  •                                       -SOCIAL SECURITY NUMBERS , DATE OF BIRTH AND
  •                              FULL NAMES OF PRIMARY, SPOUSE AND DEPENDANTS