Tax Audit Preparation Checklist
1. Personal Information
- Copy of Government-Issued ID
- Marriage Certificate (if applicable)
- Social Security Number (SSN)
- Current Address Proof
2. Income Documentation
- W-2 Forms from Employers
- 1099 Forms (Freelancers, Contractors)
- Bank Statements Showing Deposits
- Documentation of Other Income (e.g., rental income)
3. Expense Records
- Business Expense Receipts
- Medical Expense Receipts
- Education Expense Receipts
- Charitable Contribution Receipts
4. Deductions and Credits
- Retirement Plan Contributions
- Mortgage Interest Payments
- Student Loan Interest Payments
- Childcare Expenses (if applicable)
5. IRS Correspondence
- IRS Notices or Letters
- Audit Notification from IRS
- Payment Plan Agreements with IRS