Tax Prep Info – ERC Tax Service, INC.

ERC Customer Data Form

Before we compile your taxes, please download, print or digitally fill out our official Client Intake and Data Form.

Download Form (Word DOC)

Gather Your Documents

Check off files as you collect them, then click Upload at the bottom.

1. Personal & Family Data

Social Security Cards / Tin Numbers

For yourself, your spouse, and all dependants/children claimed on the return.

Driver's License or Government ID Card

Unexpired identity documentation to verify filing security.

Child Care Provider Details

Provider's Name, Address, Tax ID / SSN, and total amount paid for childcare.

Education Expense Documentation (Form 1098-T)

Tuition receipts and form 1098-T for student filings.

Prior Year's Tax Returns

Your complete tax return package from last year for comparison.

2. Employment & Income Data

Form W-2

For all wage-earning employment held throughout the year.

Form 1099-NEC / 1099-MISC

For freelance, contract, or miscellaneous client payments.

Form 1099-G (Unemployment)

Unemployment compensation statements if applicable.

Retirement & Pension Income (Form 1099-R)

Pensions, annuities, or retirement account distributions.

Social Security Benefits (Form SSA-1099)

Year-end social security statements.

Interest, Dividend & Stock Income (1099-INT / 1099-DIV / 1099-B)

Statements representing banking interest, dividends, and stock sales.

3. Itemized Deductions & Self-Employment

Mortgage Interest Statement (Form 1098)

Interest paid, real estate taxes, and escrow summaries.

Ad Valorem / Property Taxes

Vehicle tag ad valorem fees and property tax receipts.

Charitable Donations & Tithes

Charitable organization receipts and bank statements proving tithes/offerings.

Medical & Job Expense Receipts

Unreimbursed business expenses, volunteer costs, or high medical costs.

Self-Employment Logbook & Business Receipts

Spreadsheets, mileage logs, receipts, and 1099 schedules for business writing.

Finished Gathering Everything?

Upload your compiled files securely through our interactive portal.