Resources
What to bring. Where to look.
Checklists, and links straight to the primary sources.
Document checklists
A starting point.
Once scope is agreed you get a list for your situation. Never send these through this website.
Personal return — what to gather
- Income statements from every employer for the year
- Statements for freelance, contract or gig income
- Investment, brokerage and retirement statements
- Mortgage interest and property tax statements, if you own
- Records of estimated tax payments you made during the year
- Last year’s filed return, if we did not prepare it
Business return — what to gather
- Year-end books, or access to your accounting software
- Bank and credit card statements for business accounts
- Payroll reports, if the business has employees
- Records of owner draws, distributions or contributions
- Fixed asset purchases and disposals during the year
- Formation documents and prior-year return, for a new client
For your records only. TaxDashUSA.com never accepts tax documents, Social Security numbers or banking information.
Official sources
Go to the source.
Links verified 2026-09-18. The official page remains the authority.
- IRS.gov(opens in a new tab)
Federal forms, instructions, deadlines and thresholds.
- Where’s My Refund(opens in a new tab)
Federal refund status, directly from the IRS.
- IRS Online Account(opens in a new tab)
Federal tax records, balances, payments and account information.
- Make a Federal Tax Payment(opens in a new tab)
Official IRS payment options and account tools.
- Get Transcript(opens in a new tab)
Prior-year return and account transcripts.
- Get an Identity Protection PIN(opens in a new tab)
Official information about requesting and retrieving an IRS IP PIN.
- Tax Withholding Estimator(opens in a new tab)
The IRS tool for reviewing federal income-tax withholding.
- Forms and Instructions(opens in a new tab)
Current federal forms and their official instructions.
- Taxpayer Bill of Rights(opens in a new tab)
The rights taxpayers have when dealing with the IRS.
These are U.S. government websites. TaxDash is not affiliated with them and is not responsible for their content.
Official resources
Where the answers live.
The government’s own tools and guides.
Not sure which applies?
Have a question about your next step? Start with a brief conversation with TaxDash.
Or email contact@taxdashusa.com.