<aside> 🗂️ We need all documents from you by April 1st at the latest. Taxes are due April 15th.

</aside>

For the Federal Tax Return:

1. We need the following information on each person to be included on your tax return. (This includes you, your spouses and each of your dependents. A dependent is a relation (child, step-child, adopted child, etc) whom you have paid at least half of their living expenses for the year. They must be 18 or younger or under 24 if they are a student. And to qualify as a student they must attend school full-time for at least 5 months out of the year.)
   1. Full name
   2. Social Security number or equivalent
   3. Date of Birth
2. Your address and phone number.
3. Drivers License number, issue date, expiration date and state for one individual.
4. We need all the tax forms you have received.
5. If any of the following apply to you, click on the arrow to the left to toggle and see what is needed.

• If you gave any financial gifts:
• If you or a dependent child is enrolled at an institution of higher education:
• If you own rental property that is not part of your home:
• If your rental is part of your home:
• If you have your own business:

1. Some other possible information you might need to give us:
   1. Did you own or have control of a foreign bank account, trust or Financial Asset?
   2. Did you buy or acquire, sell or exchange any virtual currency?
   3. Are you considered legally blind?
   4. If you are married but do not want to file jointly, tell us.
   5. Please tell us if one of your children/dependents is disabled.
2. If you are getting a refund, we need to know if you want the refund direct deposited or sent to you in a check. If you want direct deposit, we will need your bank routing number and account number.

For the Idaho State Tax Return:

1. We need to know if all the individuals included in your tax return have lived all 12 months in Idaho. If not, how many months have they lived in Idaho.
2. We need to know if you gave a financial gift or technology gift (computers, etc) to any schools in Idaho (including private schools).