Documents to Send/Bring
Documents to Send/Bring us - We get you the maximum refund by ensuring you get all the credits and deductions you deserve. Click here to see a list of items to you will need to gather for all the credits and deductions you are entitled to.
Be sure to bring us the following documents for these related credits/deductions.
Don’t forget the basics:
Important Tax documents
Medical Expenses
Donations
Self-Employment/Business Deductions
Misc. Deductions
Moving Expenses (more than fifty miles)
Rental Property
Home Office
Be sure to bring us the following documents for these related credits/deductions.
Don’t forget the basics:
- Driver’s License, Passport or Identification (expired documents will not be accepted)
- Social Security Cards for dependents and filers (certified copies only)
- 2014 Tax Returns (all pages)
- Last paystub or W-2 for 2015
Important Tax documents
- Mortgage Interest Statements (1098)
- Student Loan Interest (1098-E)
- Child Care Fee Statements
- Social Security Benefit Statements (1099R)
- Veterans Benefit Statement
- Unemployment Compensation/State Tax
Medical Expenses
- Insurance (out of pocket: co-payments)
- Medical Transportation
- Dental expenses
- Prescriptions
- Mileage to Medical Cars
Donations
- Clothing, Furniture, Food etc.
- Tithes ( Cash, Check or Debit)
- Vehicle Registration(s)
Self-Employment/Business Deductions
- Advertisements
- Mileage
- Marketing Supplies
- Banking fees/Legal Fees
- Insurance
- Rent/Leasing Space/Utilities
Misc. Deductions
- Safe Deposit Box
- Faxing Charges
- Continuing Education
- Uniforms/Protective Gear
- Educational Expenses (Tuition, Testing fees, Books, etc.)
- Tools required for work
- Cars/Boat Tags
- Union Dues
- Professional Association Fees
- Uniform Maintenance
- Income Tax Preparation
- Mortgage Interest & Points
- Investment & Broker Fees
Moving Expenses (more than fifty miles)
- Date of Move
- Truck Rental
- Packing Materials
- Hotels
- Storage
Rental Property
- Lease Preparations
- Homeowners Association Fees
- Date of Purchase
- Date Sold
- Closing Fees
- Date Rented
- Advertising
- Cleaning Service/Supplies
- Deposits
- Filing Fees
- Fire Extinguishers
- Floors
- Installation Fees
- Investment Counseling Costs
- Lawn Maintenance
- Painting
- Office Rent
- Roof
- Sanitation
- Rent Collection Costs
- Pest Control
- Rent Received
Home Office
- Monthly fees
- Mortgage Payments
- Date of Business Use Began
- Repairs to Office Space
- Security System Service
- Repairs to Home
- Home Owners Insurance
- Monthly Rent
- Utilities
- Water/Sewer
- Decorating/ Painting/ Plants
Profile Sheet
Profile Sheet - Click here and complete this profile sheet to ensure we get you all the credits and deductions you deserve.
TNT Rapid Refund - Client Profile Sheet
First Name: _________________ Middle: _________________ Last name: ______________
Spouse name: _________________ Middle: _________________ Last name: ______________
Address: _______________________________________________________________________
City: ________________ State: ________ Zip code: _________________
Home number: _________________ Work number: __________________ Cell phone: ______________
Occupation: __________________________ Did you file taxes in 2014? ____Yes _____No
Filing Status:
Dependents Name SSN DOB Relationship
_______________ ______________ ___________ ______________
_______________ _______________ ___________ ______________
_______________ _______________ ___________ _______________
Income
Do you do any of the following?
Move 50 Miles for Employment? Yes ___ No ____
Receive a State Refund Last Year? Yes ___ No ____
Work as a Full-time Teacher? Yes ___ No ____
Student Loan Default? Yes ___ No ____
Bankruptcy? Yes ___ No ____
Security Question
Mother’s Maiden Name: __________________________________________________
Electronic Signature: _______________________________________ Date: ___________________
TNT Rapid Refund will prepare your 2015 State and Federal income tax returns based on your information that you are providing to us to the best of your knowledge. This information that you present to us is true, accurate, and complete. You have retained all written support and documentation should it need to be acquired by the IRS or state audit examination. I certify that all information I submitted to TNT Rapid Return is true and correct to the best of my knowledge.
SEND US THIS FORM
TNT Rapid Refund - Client Profile Sheet
First Name: _________________ Middle: _________________ Last name: ______________
Spouse name: _________________ Middle: _________________ Last name: ______________
Address: _______________________________________________________________________
City: ________________ State: ________ Zip code: _________________
Home number: _________________ Work number: __________________ Cell phone: ______________
Occupation: __________________________ Did you file taxes in 2014? ____Yes _____No
Filing Status:
- Single
- Married Filing Jointly
- Head of Household
- Qualifying Widow(er) with dependent child
- Did you have Health Insurance All Year Long? Yes ___ No____
Dependents Name SSN DOB Relationship
_______________ ______________ ___________ ______________
_______________ _______________ ___________ ______________
_______________ _______________ ___________ _______________
Income
- W-2
- Social Security
- 1099
- Retirement/Pension
- Expenses
- Mortgage Interest
- Student Loan Interest
- Child Care Expenses
- Property Taxes
- Charity/Donations
- College Tuition
- IRA Contributions
Do you do any of the following?
Move 50 Miles for Employment? Yes ___ No ____
Receive a State Refund Last Year? Yes ___ No ____
Work as a Full-time Teacher? Yes ___ No ____
Student Loan Default? Yes ___ No ____
Bankruptcy? Yes ___ No ____
Security Question
Mother’s Maiden Name: __________________________________________________
Electronic Signature: _______________________________________ Date: ___________________
TNT Rapid Refund will prepare your 2015 State and Federal income tax returns based on your information that you are providing to us to the best of your knowledge. This information that you present to us is true, accurate, and complete. You have retained all written support and documentation should it need to be acquired by the IRS or state audit examination. I certify that all information I submitted to TNT Rapid Return is true and correct to the best of my knowledge.
SEND US THIS FORM
ITIN - Apply for Individual Taxpayer Identification Number
Click this IRS link for instructions for completing Form W-7 to apply for an IRS Individual Taxpayer Identification Number (ITIN). An ITIN is a nine-digit number issued by the U.S. Internal Revenue Service (IRS) to individuals who are required for U.S. tax purposes to have a U.S. taxpayer identification number but who do not have and are not eligible to get a social security number (SSN).
Click this IRS link for the actual IRS Form W-7.
Click this IRS link for the actual IRS Form W-7.