-For security reasons, you will not be allowed to use our computers to logon to any financial or personal websites to view or print your tax documents. So, be sure to have everything printed out and ready when you get here.
-Fast Tax Services has created the following checklists and forms so that you can be fully prepared to complete your taxes in one appointment.
-For new clients, make sure to review the “New Clients Checklist” and bring all the required information and documents.
-For returning clients, make sure to review the “Returning Clients Checklist” and bring all the required information and documents.
-If your checklist calls for another one of the forms below, be certain to bring all the required information and documents the other forms call for.
-Be sure to have all your figures for expenses already categorized and already totaled for the entire year.
Itemized Deductions (Schedule A)
Business Income (Schedule C)
Special Note – Be sure to fill out total miles and business miles for your business vehicle(s). Business miles are miles driven for business (excluding commute).
Special Note – Major Purchases: If applicable, be sure to fill this section in. This is for all items or peices of equipment that can be used for longer than 1 year (more than $100 only). Separate these items from the rest of your expenses. List what it is under “Item,” list the date of purchase under “Date” and list the Purchase Price under “Amount.”
Rental & Royalty Income (Schedule E)
Special Note – Major Purchases: If you did a major improvement or remodel such as new roof, kitchen remodel, room addition, etc., separate these items from the rest of your expenses. Make a list of each improvement, and include 3 things: what the improvement is, the date the improvement was finished, and the date the improvement was complete.
If this applies to you, don’t forget to measure the total square footage of your home and the square footage of just your office space as this is necessary information required for this form.
