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How to Onboard

👤 Identity & Prior Tax Returns Last 3 years of Federal and State tax returns 📋 1040 - What to Upload Driver's License(s) or State ID(s) Social Security Cards for dependents (if available) IRS or State tax notices received in the last 3 years 💰 Current Year Income Documents W-2 Forms 1099-NEC, 1099-MISC, 1099-K 1099-INT, 1099-DIV, 1099-B SSA-1099 (Social Security) K-1s from partnerships, S corporations, or trusts Other income documents 🏠 Common Deduction & Tax Credit Documents Mortgage Interest Statement (Form 1098) Real Estate Tax Statements Property Tax Refund Information Charitable Contribution Records Medical Expense Records Childcare Provider Statement with SSN/EIN & Amount Paid by Child Educational Forms (1098-T) Student Loan Interest (1098-E) Health Insurance Forms (1095-A, B, or C) Estimated Tax Payments Made MN Renters: CRP Form from Landlord MN School Expenses Paid/Supplies/by Child 👨‍👩‍👧‍👦 Parents Who Are Separated or Divorced Custody Order or Divorce Decree CRITICAL: Calendar showing the number of nights each child slept in your home during the tax year 🏡 Rental Property Owners Rental income records MN CRP Forms Issued to Tenants Property tax statements Mortgage interest statements Major repair receipts Improvement and remodeling costs Closing statements for purchased or sold properties 📈 Investments & Cryptocurrency Brokerage statements 1099 Consolidated Cryptocurrency gain/loss reports (this is your responsibility not the wallets) Stock sale information Investment interest expenses (if applicable) 🏢 Business Owners: Treasure Hunt Checklist 3 years at least please, the more the better for us to advise) Business Setup & Ownership Documentation: State(s) Articles of Organization/Incorporation Operating Agreement or Partnership Agreement Buy-Sell Agreements (if applicable) Tax & Registration Information IRS EIN Letter (CP575) State Tax ID Number Sales Tax ID Number (if selling outside MN) Unemployment Account Number (if applicable) Minnesota Paid Leave Account Number (if applicable) Accounting & Bookkeeping Add Portia@twincitiestax.com to QuickBooks Online Year-end financial statements Current Profit & Loss and Balance Sheet Bank statements (if bookkeeping assistance is needed) Loan statements Payroll Invite us to payroll software Payroll reports or payroll ledger Quarterly payroll reports (941s) State payroll filings Other Business Information Prior business tax returns (last Business licenses Major asset purchases Vehicle information Copies of IRS or State notices Anything else that helps tell the story of your business 🔐 Don't Forget Every business with its own EIN receives its own secure portal. If your business portal hasn't been set up yet, please upload either: 🏴‍☠️ Remember: The more treasure you find now, the fewer treasure hunts we'll send you on later! 😊