Omsai.com Taxes, Accounting, Bookkeeping Services » Taxes

ID #1002

What are the documents required to complete my tax return?

1. Personal Returns:
Please see following attached documents all the way at the bottom of the page. They can be downloaded. Please fill them out and Email (preferred) or fax them.
The contact info can be found at www.omsai.com (contact us page)

Please do not enter the same expense twice, since there are some overlap between the documents below. Only enter it once in anyone of the documents.
Go through all the documents once and enter in the most appropirate item.

a. I106_taxdocumentsrequired.doc (to download go all the way at the bottom of the page).

b. allstateinfo.doc (IF MULTIPLE STATES) (to download go all the way at the bottom of the page).

If multiples states please see the attachment "allstatesinfo.doc". Dates lived in each state, County and School District information in each state is also needed.

If you have moving expenses please fill those details in the documents.

 

Also see the FAQ:

http://www.ongcc.com/faq//faq/index.php?action=artikel&cat=13&id=59&artlang=en

2. Business tax return:

Letter from employer is also mandatory if there is an Audit. so please make sure you get the letter from employer before deducting any expenses.

See the attached file 

i1041_IRS draft letter from employer1.pdf

3. Business tax return:

Also see the FAQ for business documents needed.

1. SSN Numbers of each partners.
2. Partnership percentages.
3. Addresses.

(county, city, state)

4. Federal and State Tax Identification numbers of the company.

5. See 1065 FAQ also if LLC partnership.
6. Financial Statement:
Balance Sheet, list of assests to depreciate,
Gross receipts.
Inventory: Beginning and Closing.

7. List of expenses.
8. Last year return.

 

 

attached files: allstatesinfo.doc.doc, I1046_Meals and entertainment_irs_taxes.xls, REQUIREDDOCUMENTS.doc, I106_taxdocumentsrequired.doc, i1041_IRS draft letter from employer1.pdf, I958_pro_vehicle_mileage_irs_taxes.xls

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Last update: 2010-02-23 10:32
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Revision: 1.3

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