Required Documentation

Here are some tables that provide required documents for different BenchTax packages.

Sole Proprietors

Documentation
Source
ID - yours, and your spouse’s if married filing jointly
Drivers license and/or passport
SSNs and D.O.B. for all individuals on return, including dependents
Leave in Taxfyle Chat
Schedule K-1s from any other Partnership or Corporation you are part of
Schedule K-1
Bank Interest Income
Form 1099-INT
Mortgage Interest Statement
Form 1098
Student Loan Interest Statement
Form 1098E
Brokerage Statement
Form 1099B
Current Year Financial Statements
Bench Year End Financials
Mileage Records
Mileage Tracking App, Excel

Partnerships

Business Filing Only

Documentation
Source
Identification
Drivers License and/or Passport
Prior Year Tax Return
Form 1065
Employer Identification Number (if first year of business)
Current Year Financial Statements
Bench Year End Financials
SSNs and Addresses for each Partner
Mileage records
Mileage Tracking App, Excel

Business + Personal Filing

Documentation
Source
Identification
Drivers License and/or Passport
Prior Year Tax Return
Form 1065
Employer Identification Number (if first year of business)
Current Year Financial Statements
Bench Year End Financials
SSNs and Addresses for each Partner
Mileage records
Mileage Tracking App, Excel
Prior Year Personal Tax Return
Form 1040
Spouse’s ID if married filing jointly
Drivers License and/or Passport
SSNs and D.O.B.s for all individuals on return, including dependents
Schedule K-1s from any other Partnership or Corporation you are part of
Schedule K-1
Bank Interest Income
Form 1099-INT
Mortgage Interest Statement
Form 1098
Student Loan Interest Statement
Form 1098E
Brokerage Statement
Form 1099B

S-Corporations

Business Filing Only

Documentation
Source
Identification
Drivers License and/or Passport
Prior Year Tax Return
Form 1120S
Employer Identification Number (if first year of business)
Current Year Financial Statements
Bench Year End Financials
SSNs and Addresses for each Partner
Mileage records
Mileage Tracking App, Excel

Business + Personal Filing

Documentation
Source
Identification
Drivers License and/or Passport
Prior Year Tax Return
Form 1120S
Employer Identification Number (if first year of business)
Current Year Financial Statements
Bench Year End Financials
SSNs and Addresses for each Shareholder
Mileage records
Mileage Tracking App, Excel
Prior Year Personal Tax Return
Form 1040
Spouse’s ID if married filing jointly
Drivers License and/or Passport
SSNs and D.O.B.s for all individuals on return, including dependents
Schedule K-1s from any other Partnership or Corporation you are part of
Schedule K-1
Bank Interest Income
Form 1099-INT
Mortgage Interest Statement
Form 1098
Student Loan Interest Statement
Form 1098E
Brokerage Statement
Form 1099B

C-Corporations

Business Filing Only

Documentation
Source
Identification
Drivers License and/or Passport
Prior Year Tax Return
Form 1120
Employer Identification Number (if first year of business)
Current Year Financial Statements
Bench Year End Financials
Mileage records
Mileage Tracking App, Excel

Business + Personal Filing

Documentation
Source
Identification
Drivers License and/or Passport
Prior Year Tax Return
Form 1120S
Employer Identification Number (if first year of business)
Current Year Financial Statements
Bench Year End Financials
SSNs and Addresses for each Partner
Mileage records
Mileage Tracking App, Excel
Prior Year Personal Tax Return
Form 1040
Spouse’s ID if married filing jointly
Drivers License and/or Passport
SSNs and D.O.B.s for all individuals on return, including dependents
Schedule K-1s from any other Partnership or Corporation you are part of
Schedule K-1
Bank Interest Income
Form 1099-INT
Mortgage Interest Statement
Form 1098
Student Loan Interest Statement
Form 1098E
Brokerage Statement
Form 1099B