All self-employed tax customers must complete the Self-Employed Tax Organizer (SETO) form (PDF, 144 KB) before their appointment.
If you are a home daycare provider, please complete this Daycare SETO form (PDF, 164 KB) instead of the one above.
Additionally, you can download this list as a PDF to print and take with you (What to Bring checklist, PDF, 100 KB)
- Last year’s tax return (2008)
- Valid picture I.D.
- For each person listed on the tax return, bring birth date and one of the following: Social Security card or Individual Taxpayer Identification Number (ITIN) card or letter
Income statements or forms:
- Wages from each job (Form W-2)
- Wages from self-employment (Form 1099 Misc “miscellaneous income” or a record of cash received)
- Interest (Form 1099-INT)
- Dividends (Form 1099-DIV)
- Retirement Plans( Form 1099-R)
- Gambling Winnings (Form W-2G)
- Unemployment (Form 1099-G)
- Social Security Benefits (Form SSA)
- Economic Stimulus Payment Amount received in 200
- For direct deposit of your refund, bring a voided check or your savings account and routing information
If applicable also bring:
- Year-end income statements for MFIP, SSI, MSA, GA, veterans’ benefits and workers’ compensation
- Receipts for education expenses you paid for your children in grades K-12. For example: tutoring, rental/purchase of musical instrument, music lessons, pencils, notebooks, etc.
- Tuition expenses you paid to attend a university/technical college (Form 1098-T)
- Interest you paid on student loans (1098-E)
- Daycare expenses you paid for your children. Bring provider’s name, address and tax ID or social security number.
- Charitable donations or cash and non-cash
- Homeowners: Mortgage interest and real estate taxes paid in 2008 (Form 1098) and Statement of Property Tax Payable in 2009 mailed by the county in March.
- Renters: Certificate of Rent Paid (CRP) from your landlord
Printable checklist of “What to Bring” (PDF, 100 KB)
