Your Resolution Checklist
It’s not uncommon for clients to be confused about which documents they will need to provide as we go about resolving their tax debt. In order to obtain your resolution, we will need to review your financial history.
We know it feels uncomfortable to provide so much personal information, but rest assured, your financial information will be safe and secure with us. By finding the needed documents and having them prepared beforehand, you will tremendously streamline our process. Essentially, you’re helping us help you.
Which documents are needed to start the tax resolution process?
For the required documentation, please refer to the list below:
- Copy of the three (3) most recent pay stubs
- Proof of any additional income you received on a monthly basis
- Copy of the three (3) most recent bank statements
- Copy of your last tax return
- Proof of all household expenses over the past three (3) months
- Proof of current state or federal tax liability and payment plan (if applicable)
- Most recent mortgage statements
- Proof of one (1) month’s non-business transportation expenses
- Proof of payment for health insurance and out-of-pocket medical expenses
*Additional materials may be needed. Please confirm with your case manager.
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Frequently Asked Questions
Why does TaxRise need my financial information?
We require your information in order to review your financial history. This allows our team to provide the best next steps to obtain your tax resolution. Your financial information will be kept safe and secure throughout the whole process.
Will I need additional documents beyond the checklist?
Additional materials may be needed, so it’s important to confirm with your case manager throughout the resolution process. Our team will also reach out accordingly if we notice anything missing or require documents to substantiate your case.
Can I submit my documents digitally?
Yes, you can submit your documents digitally through the TaxRise client portal. Reach out to your case manager if you require assistance.
How does preparing documents in advance help?
Having the necessary documents prepared in advance streamlines the tax resolution process, enabling TaxRise to assist you more efficiently.
