For nearly 30 years, X-TAX has helped Lansing residents file fast, accurate tax returns without the stress. The best way to make your appointment smooth and efficient is coming prepared. When you bring the right documents, we can review everything quickly, answer questions on the spot, and determine whether same-day service or refund advance options apply to you.
Documents to Bring (If Applicable)
Required for All Filers
- Driver’s license or state photo ID
- Social Security numbers for you, your spouse (if filing jointly), and any dependents
- Contact information including phone number and email address
Income Related Documents
- All W-2 forms from employers
- 1099 forms (1099-NEC, 1099-INT, 1099-DIV, 1099-G, 1099-R, etc.)
- SSA-1099 for Social Security benefits
- Unemployment income statements
- Any additional income records (side jobs, gig work, freelance earnings, etc.)
Tax Credit and Deduction Documents
- 1098-T for education credits
- Receipts for childcare expenses
- Mortgage interest statements (1098)
- Property tax records
- Retirement or investment income statements
- Records of charitable contributions
- Medical expense totals (not receipts required, but annual totals are helpful)
Prior Tax Records
- Last year’s federal and state tax return (if available)
- Any IRS notices received in the past year
Tips for a Faster Filing Experience
- Bring physical copies, not screenshots
- Make sure documents are clear and include all pages
- Unsure if something is needed? Bring it anyway — it helps us file accurately the first time
X-TAX works with real local professionals, not automated software. Being prepared means we can move faster, file accurately, and help you choose the refund method that works best for you.
Next Step:
Schedule your appointment or upload documents ahead of time using our secure portal at X-TAX.