The documents you need for tax prep depend on your situation. To help you prepare for your tax appointment or for filing your own taxes, we’ve created a checklist to help you know what forms to bring. Proof of Identity Income Source Deductions Newsletter Block This newsletter signup form needs a storage option. Edit the block and enter a storage location via the Storage tab. Subscribe to our newsletter. Sign up with your email address to receive news and updates. Email Address Sign Up Thank you!