Tax Prep Checklist: Personal Information You Need Before Filing

Preparing your taxes becomes much easier when you gather the right documents in advance. Every year, many taxpayers experience delays simply because important personal information is missing when it’s time to file.

At Tax & Beyond LLC, we encourage clients to use a simple checklist before starting tax preparation. Having these essential documents ready helps ensure accurate filing, faster processing, and fewer IRS issues.

Here’s a quick guide to the personal information you should prepare before filing your tax return.

Social Security Numbers and Dates of Birth

One of the most important requirements for filing taxes is accurate identification information.

Make sure you have:

• Your Social Security Number (SSN)

• Your spouse’s Social Security Number (if filing jointly)

• Social Security Numbers for all dependents

• Correct dates of birth for everyone listed on the tax return

Even a small mistake — such as a wrong digit or incorrect birthdate — can cause the IRS to reject your return or delay your refund. Always double-check this information before submitting your taxes.

If you or a family member uses an ITIN (Individual Taxpayer Identification Number) instead of an SSN, ensure it is valid and not expired.

Last Year’s Tax Returns (Federal and State)

Keeping a copy of your previous tax return is extremely helpful during tax preparation.

Your prior-year return helps:

• Verify personal information

• Confirm carryforward credits or deductions

• Compare income changes year to year

• Prevent filing errors

• Speed up the preparation process

Be sure to keep copies of:

• Federal tax return

• State tax return (if applicable)

Tax professionals often use last year’s return as a reference to ensure accuracy and identify potential tax-saving opportunities.

Why This Checklist Matters

Providing complete personal information allows your tax preparer to:

• File your return faster

• Reduce the chance of IRS rejections

• Ensure dependents are claimed correctly

• Help you receive refunds without delays

A little preparation before tax season can save significant time and stress later.

Make Tax Filing Simple and Stress-Free

At Tax & Beyond LLC, we help individuals and families across the United States prepare taxes with confidence. From personal tax filing and ITIN assistance to accounting and financial consulting, our team is committed to making tax preparation simple, accurate, and affordable.

Based in Harrisburg, Pennsylvania, we proudly serve clients nationwide, with a special focus on supporting the Nepali community.

Start organized, file confidently — with Tax & Beyond LLC.