Your tax checklist: 4 things to make filing easy

Easy, secure, free tax filing has arrived. With Providers Tax, file your federal and state returns right from your phone in minutes. We’ll make sure you get your maximum refund, even if you had little or no income last year.

Here are the 4 kinds of information you need to do your taxes with us.

1. Basic information about you and your family

  • Your Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN)
  • Your IP PIN with the IRS, if you’ve created one to protect your identity
  • SSNs, ITINs and birth dates for anyone you’re including on your return, like a spouse, kids, or grandkids

Tip: We pre-fill your Providers Card mobile banking numbers on your tax return to make getting your refund even easier. If you want to get your refund in a different account, you’ll need the account number and routing number.

2. Income information

  • If you worked, you’ll need your W-2 or 1099 forms
  • If you were self-employed, you’ll need records of any work-related expenses
  • If you got unemployment benefits in 2022, have your 1099-G form ready
  • If the people you’re including on your tax return (like your spouse or kids) had income, have their statements too

Remember, your SNAP (food stamps) don’t count as taxable income.

3. Last year’s tax return (if you filed)

Have a paper or digital copy of your tax return from last year, if you filed. If you didn’t file last year, you can skip this step.

4. Receipts to get your biggest refund

The money you spent on child care, healthcare, and other services in 2022 can help you get tax credits. You’ll need:

  • Receipts or other proof of child care or dependent care expenses (like daycare)
  • Receipts from medical and dental expenses
  • Health coverage statements if you got insurance through the Health Insurance Marketplace
  • Receipts for charitable donations
  • Proof of expenses for your classroom if you’re a teacher

Grab this information and get your taxes done in 10 minutes. Download the Providers app and start your return with Providers Tax today.

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