Pick your situation to see the income forms, expense records and other paperwork your tax preparer will typically ask for.

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Occupations

Tax documents for self-employed people and sole proprietors

Self-employed taxpayers need more paperwork than employees because they report both income and expenses themselves. The earlier you organize it, the...

Tax documents for Uber drivers

Drivers on Uber are typically treated as independent contractors, which means your tax return includes your earnings and your car and business costs....

Tax documents for Lyft drivers

Lyft drivers are generally independent contractors, so your return reports your earnings and your driving costs. Gather these before you meet your...

Tax documents for Airbnb hosts

Short-term rental income has its own paperwork, especially if you rent only part of the year or part of your home. These records help your preparer...

Tax documents for real estate agents

Most agents are independent contractors paid on commission, which means they report income from the brokerage and track their own business costs....

Tax documents for Amazon sellers

Online sellers need records that tie together sales, fees, inventory and shipping. These documents help your preparer or bookkeeper reconcile the...

Tax documents for DoorDash drivers

Delivery drivers are generally independent contractors who report earnings and car costs on their own return. Collect these items before your tax...

Tax documents for construction and trade contractors

Contractors have a lot of moving parts: job income, materials, subcontractors, tools and vehicles. Good records make the return, and your job...

Tax documents for homeowners

Owning a home adds a few forms and records to your return, especially in the year you buy, sell or make major...

Tax documents for YouTubers and content creators

Creator income arrives from several places at once: AdSense, sponsors, memberships, merch and affiliate links. Some of it comes with a tax form and...

Tax documents for Shopify store owners

A Shopify store has more moving parts than a single marketplace: a payments processor, apps, ad platforms, shipping carriers and sales tax in several...

Tax documents for gig workers with several apps

If you work across several apps such as rideshare, delivery, errands or task platforms, you will receive a separate statement from each one. The...

Tax documents for crypto traders and investors

Crypto activity is reportable even when no broker sends a form, and the hard part is the cost basis. Your preparer needs complete transaction...

Tax documents for small business owners (LLC or S corporation)

If you run an LLC or S corporation, your preparer needs the books for the whole year plus the paperwork that ties the business to you personally:...