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Year-end & tax season checklist

Offices in Clackamas & The Dalles, Oregon

503-785-3200

Heather’s Tax Service & More

Guide

The tax document checklist

Nearly every delayed return is delayed by one missing document. This is the list — work through it once and the rest of the process is short.

Tax year 2025 (filed in 2026)

Preparing a tax return on a laptop

Always

  • Last year’s tax return, federal and state
  • Photo ID for you and your spouse
  • Social Security numbers or ITINs for everyone on the return
  • Bank routing and account numbers for direct deposit
  • Any IRS or Oregon correspondence received during the year

Income

  • W-2 from every employer
  • 1099-NEC and 1099-MISC for contract work
  • 1099-K from payment processors and platforms
  • 1099-INT, 1099-DIV and 1099-B for interest, dividends and securities sales
  • 1099-R for retirement distributions, and SSA-1099 for Social Security
  • K-1 from partnerships, S-corporations and trusts
  • Unemployment, gambling winnings, jury pay and other miscellaneous income
  • Records of any income with no form attached — cash work counts

Deductions and credits

  • Mortgage interest (1098) and property tax statements
  • Charitable contributions, with receipts for larger gifts
  • Medical expenses if they may exceed the threshold
  • Student loan interest (1098-E) and tuition (1098-T)
  • Childcare provider details including their tax ID
  • IRA, HSA and retirement contribution records
  • State estimated tax payments made during the year

If you have a business

  • Profit and loss and balance sheet for the year — or the books, if we keep them
  • Bank and credit card statements for business accounts
  • Asset purchases with dates and amounts
  • Mileage log and vehicle information
  • Home office square footage and household expense records
  • Payroll reports and copies of 1099s issued
  • Prior-year depreciation schedule

If you own rental property

  • Rental income by property
  • Expenses by property and category
  • Repairs and improvements, separately identified
  • Closing statements for anything bought, sold or refinanced
  • Prior-year depreciation schedule
  • Portland rental registration details, if applicable

Oregon and Portland-area specifics

  • Prior-year Oregon return — needed to calculate the kicker credit
  • Confirmation of your exact address for Metro SHS and Preschool for All jurisdiction
  • Any local tax withheld, shown on your W-2
  • Prior-year Arts Tax payment confirmation, if you are a Portland resident
  • If you work across the state line: a workday calendar showing where you worked each day

Questions this guide does not answer

Guides are general. Your return is not. An appointment costs less than a wrong assumption.

Schedule an appointmentCall 503-785-3200
Heather Perkins, Enrolled Agent and Oregon Licensed Tax Consultant

Written by

Heather Perkins

Enrolled Agent, Oregon Licensed Tax Consultant

License number: Enrolled Agent 00160070-EA · Oregon Licensed Tax Consultant 35746-C

Heather has spent more than a decade preparing individual and business returns across the Portland metro and the Columbia Gorge, and holds unlimited rights to represent taxpayers before the IRS.

Last reviewed

This page is general information about Oregon, Washington and federal tax rules, not advice about your own return. Thresholds and rates change every year. Figures were verified as of August 2026 — check the linked official sources, or talk to us about your situation.

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