SANTANDER TAX SERVICE
Tax Preparation • Notary Public • Business Formation
2686 Johnson Dr, Suite 102 · Ventura, CA 93003 | 📞 (805) 705-8572 | ✉️ victor@805tax.net
📂✨ Documents You May Need for Tax PREPARATION.
🚨 IMPORTANT NOTICE — OVERTIME WORKERS 🚨
⚠️ If you worked ANY OVERTIME in 2025, you MUST bring your LAST PAYSTUB OF 2025 in addition to your W-2.
Your final 2025 paystub shows:
✅ Total Year-to-Date Overtime
✅ Accurate earnings breakdown
✅ Proper tax withholdings
✅ Important figures sometimes not clearly detailed on the W-2
❗ Without your final paystub, we may not be able to calculate certain overtime-related deductions correctly.
To ensure your taxes are prepared accurately and efficiently, please gather all documents that apply to your specific situation.
🧾 Previous Tax Return
Last year’s tax return (if you’re a new client)
👤 Personal Information
SSN cards for you, your spouse, and dependents (or ITIN), Identification card or Driver's license, Passport or Consular ID
👶 For dependents:
Birth certificate
Form 1095 (health insurance)
🏫 School record showing your current filing address
🏥 Health Insurance
Form 1095-A, 1095-B, or 1095-C
💰 Income Documents
W-2 (wages & salary)
1099-MISC / 1099-NEC (freelance or self-employment)
1099-INT (interest)
1099-DIV (dividends)
1099-B (stocks & investments)
K-1 (partnerships, S-Corps, trusts)
➖💡 Deductions & Credits
Receipts for mortgage interest, medical expenses & donations
Form 1098 (mortgage interest)
🎓 Education expenses (Form 1098-T)
♻️ Energy-efficient home improvements
Any documents related to other tax credits
🚗📊 Self-Employment / Business
Income & expense records
Receipts for business deductions
🏦 Retirement
IRA or retirement contribution forms (Form 5498)
🏠 Real Estate
Closing statements for property bought or sold
🏛️ State & Local Taxes
State/local tax payment records
Property tax statements
📄 Other Possible Documents
Social Security statements
Unemployment income
🎰 Gambling winnings & losses
📞💬 Not sure what applies to you?
Tax situations can be unique. Call or text us anytime — we’re happy to help make sure nothing is missed and you get every deduction and credit you qualify for.
✨ Santander Tax Service — Making taxes simple & stress-free!