Individual Income Tax Center
Tax Checklists
This checklist must be filled out and signed for us to prepare your return. It also assists you with gathering your tax information.
Use this document to update your personal information such as direct deposit information, address change, children, etc...
Use this worksheet to list your cash and non-cash charitable contributions.
Use this worksheet for k-12 expenses for your children.
Fill out this worksheet as you may qualify for a MN credit or subtraction.
If you have residential rental property, fill out this worksheet.
If you have a small business or are a non-store retailer (Mary Kay, Pampered Chef, etc...) fill out this worksheet.
Fill this worksheet out if you have contributed to a 529 education savings plan.
IRS & Minnesota Links
In order to check the status of your federal refund, you will need the taxpayer's social security number, filing status, and the exact amount of the anticipated refund. You can get this information from the paper return we provided you.
In order to check the status of your Minnesota refund, you will need the taxpayer's social security number, date of birth, return type (income tax), tax year (2018), and the exact amount of your anticipated refund. You can get this information from the paper return we provided you.
Use this form to change your payroll withholding. Remember that the higher the number of allowances, less tax is taken out of your paycheck. The lower the number of allowances, the most tax is taken out of your paycheck.
Use this form to change your Minnesota payroll withholding if different than your Federal withholding. Remember the higher the number of allowances, less tax is taken out of your paycheck. The lower the number of allowances, the most tax is taken out of your paycheck.