Please Bring the Following Items* to Your Appointment
* If you do not bring everything we will NOT be able to do your taxes
- Valid photo ID for all tax filers (student ID, driver’s license, government ID)
- Social Security cards for all listed on the return (including children)
- Correct birth dates for all listed on the return
- Copies of ALL W-2, 1098, 1099 forms and the amounts of other income received
- If you have Affordable Care Act coverage, bring form 1095A.
- Amount of rent paid or property tax paid in 2015 for the state rebate program. If renting, bring name and phone number of landlord.
- Bank routing number and account numbers for direct deposit (bring check and/or savings account info)
- Last year’s tax forms, both state and federal, are helpful but not required.
- For married couples filing jointly, both must be present to sign the return.
The following items if applicable:
- W-2G, Certain Gambling Winnings
- All forms 1099, including interest, dividends, pensions, unemployment, state tax refunds, miscellaneous income, SSA-1099, etc.
- Child and dependent care expense documentation, including amount paid, care provider’s name, address, and TIN or SSN
- A list of deductible expenses (property tax, mortgage interest, charitable)
* Please note: additional documents may be required by your tax site
Contact your local CA$H tax site soon! Appointments for free tax prep fill up fast.
CA$H Offers Two Ways to Receive Free Tax Prep
In-person Tax Preparation
Make an appointment to bring your tax documents to a tax site location listed on our website. An IRS-certified tax preparer will prepare your taxes during your appointment time. In most cases, your taxes will be filed with the IRS that same day!
Drop-Off Tax Preparation
Bring your tax documents to a tax site location listed on our website. (Days and hours vary by location; some require you to make appointment in advance.) We can either scan your documents and return them to you right away, or you can drop them off and pick them up from the tax site at a later time. In either case, an IRS-certified tax preparer will work on your tax return and contact you if they have questions or need additional information.
Can't find a location? File for free with us at