Electronic Filing Systems, Inc.

Please review the following list before your appointment with Electronic Filing Systems, Inc. 

• Social Security Card(s)

• Dependents’ Social Security Numbers & Dates of Birth

• Last Year's Federal and State Tax Returns

• Wage Statements - Form W-2

• Pension or Retirement Income - Form 1099-R

• Interest and Dividend Income - Form 1099-INT/Form 1099-DIV

• State Income Tax Refund Amount - Form 1099-G

• Social Security Income - Form SSA-1099

• Unemployment Income - Form 1099-G

• Commissions Received/Paid

• Information on sales of Stocks or Bonds - Form 1099-B

• Self-Employed Business/Farm Income & Expenses - Form 1099-MISC

• Lottery or Gambling Winnings - Form W-2G

• Lottery or Gambling Losses

• Income and Expenses From Rentals

• Income from Partnerships, S Corporations, Trusts, and Estates - Schedule K-1

• IRA Contributions

• Alimony Paid or Received

• Child Care Expenses & Provider Information

• Medical, Eye Care, and Dental Expenses

• Cash and Noncash Charitable Donations  

• Record of Purchase or Sale of Residence

• Mortgage or Home Equity Loan Interest Paid - Form 1098

• Real Estate and Personal Property Taxes Paid

• State or Local Sales Taxes Paid

• Unreimbursed Employment-Related Expenses

• Job-Related Educational Expenses

• Educator Expenses

• Tuition and Education Fees - Form 1098-T

• Student Loan Interest - Form 1098-E

• Casualty or Theft Losses

• Estimated Taxes

• Foreign Taxes Paid

Please proceed to the EFS filing form – just click here.

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