Client Resources

Get organized before tax season gets busy.

Use these general reminders to prepare for your appointment and make document collection easier.

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Tax document checklist

Common items to gather

Income

  • W-2 wage statements
  • 1099 forms
  • Self-employment income records
  • Interest and dividend statements
  • Retirement or benefit statements

Potential deductions & credits

  • Dependent information
  • Education tax forms
  • Childcare expense records
  • Mortgage or property tax records
  • Eligible business expense records
01

Upload only through approved channels

Tax documents contain sensitive information. Use the secure client portal rather than ordinary email whenever document upload is available.

02

Keep original records

Maintain copies of the documents used to prepare your return and store them in a secure location for your records.

03

Report major changes

Changes involving work, family, business activity, housing, education, or investments can affect a tax return and are worth mentioning.

04

Ask before guessing

If you are unsure whether a document or transaction matters, include it in the conversation rather than leaving it out.

Important note

General information is not personal tax advice.

These resources are intended as general preparation reminders. Tax rules and filing requirements depend on individual facts and can change. Contact Pathway Tax Solutions about your specific situation.

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