Print out and complete the VITA Intake Form. If you do not bring it, you will have to fill it out on site. Your appointment will not start until it is filled out.
Social Security cards or Individual Taxpayer Identification Numbers documents for all individuals included on the tax return (Taxpayer, Spouse, dependents)
An official government document such as your Social Security statement (SSA-1099) or a picture of your card can be used in lieu of a Social Security card
Photo identification for Taxpayer (and Spouse if married)
All 2025 tax documents
Business income and expense items if you or your spouse were self-employed in 2025
Information for any additional income
Tipped Employees: If claiming no tax on tips, bring statement of qualified tip income from your employer.
List of charitable contributions made during 2025 (organizations and amounts)
List of 2025 itemized deductions (types and amounts) if you think you might be able to itemize
IRS Identity Protection PINs for anyone on your return that has been assigned one
Form 1095-A if you had health insurance through the Marketplace (healthcare.gov) at any time in 2025
Form AZ 201 if you are a renter and are eligible for an Arizona Property Tax Credit
Banking routing and account numbers for direct deposit or debit
A copy of your 2024 Tax Return (Federal and State)
