Thursday, January 14, 2016

2015 Business Tax Prep Checkist

LAE Business Services, Inc.
373 Smithtown Bypass Suite 134, Hauppauge, NY 11788
P : 631-793-1292                                        F: 631-382-8334
www.laebusiness.com            Email: info@laebusiness.com


Small Business Tax Prep Checklist



Income

  • Gross receipts from sales or services
  • Sales records (for accrual based taxpayers)
  • Returns and allowances
  • Business checking/savings account interest (1099-INT or statement)
  • Other income

Wednesday, January 13, 2016

2015 Personal Tax Prep Checklist

LAE Business Services, Inc.
373 Smithtown Bypass Suite 134, Hauppauge, NY 11788
P : 631-793-1292                                        F: 631-382-8334
www.laebusiness.com            Email: info@laebusiness.com


Personal Information
  • Your social security number or tax ID number
  • Your spouse’s full name and social security number or tax ID number
  • Amount of any alimony paid and ex-spouse’s full name and social security number
  • Your tax returns for the previous three years. Your Tax Professional can check them for accuracy
Information About Other People Who May Belong on Your Return
  • Dates of birth and social security numbers or tax ID numbers
  • Childcare records (including the provider’s tax ID number) if applicable<l/i>
  • Income of other adults in your home
  • Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)