Copying Tax Procedures

First Step= Separate withholdings, to be copied and not to be copied into three piles.

Highlight= Types of forms, year, SS# (sometimes they have
children's information, make sure to set aside of SS#
does not match), amount and name.

Grouping Originals=
•Interest Income
•Dividends
•Mortgage Interest
•Real Estate papers
•Cash Contributions
•Non-Cash Contributions
•Medical
•K-1's
•All 1099's - make subgroups according to the different 1099's
•Withholdings
•Not Copied

Do not copy confirmation/ statements or receipts.

WARNING= Never copy pension plan documents -Such as IRA, SEP, Profit Sharing, Money purchase

* If you find items from previous years be sure to group them and indicate with large post it that they are not for the current year.