Document Categories
Here is our current list of Document Categories that we use for sorting Tasks in Workpapers or for our Drive Auto-Sort.
- Engagement Letters
- Personal Info
- Bank Info
- Dependents
- Identification
- W-2
- 1099-INT
- Seller-financed Mortgage Interest
- 1099-DIV
- 1099-Consol
- 1099-B
- 1099-DA
- Schedule C
- Business Use of Home
- 1099-R
- SSA-1099
- 1099-RRB
- 1099-G
- W-2G
- Schedule E
- Farm Income
- K-1
- Schedule Q
- 1099-SA
- 1099-MISC
- Alimony Received
- 1099-NEC
- 1099-C
- 1099-S
- 1099-K
- 1099-LTC
- 1099-OID
- 1099-PATR
- 1099-Q
- Form 6252
- State Gas Refund
- IRS 2290
- Other Income
- Medical & Dental Expenses
- Real Estate Taxes
- State & Local Tax Paid
- Other Taxes Paid
- Investment Interest Expense
- 1098 Mortgage Interest
- Charitable Contributions
- Form 5498
- Form 5498-SA
- Employee Business Expenses
- Miscellaneous Itemized Deduction
- Educator Expense
- Child Care Cost
- 1098-E
- 1098-T
- Form 8889
- Other Adjustments to Income
- Tax Notice
- Alimony Paid
- Vehicle Expenses
- Vehicle License Fee
- SE Health Insurance Cost
- Adoption Costs
- Household Employee Schedule H
- Loss from Casualty or Theft (Form 4684)
- Form 1095
- Foreign Asset
- Estimated Tax Payment
- Closing Disclosure
- Unused Document
- Due [MONTH] [YEAR]