Summary
In Florida family law cases, a financial affidavit requires detailed financial documentation. Essential documents include pay stubs, tax returns, bank statements, credit card statements, mortgage information, and loan documents. For income records, gather recent pay stubs, tax returns, bank statements, and W-2 or 1099 forms. Financial statements should include bank, investment, and retirement account statements, as well as credit card, mortgage, and loan information. For business taxes, collect federal and state tax returns, sales tax returns, payroll records, business bank statements, receipts, invoices, and records of expenses and deductions. Ensure you have your Employer Identification Number (EIN) and Quickbooks login details. These documents are crucial for cases like divorce or child support.Full Conversation
What documents do I need for Income Records
For income records, you typically need:
- Recent pay stubs
- Last two years of tax returns
- Bank statements
- W-* or * forms
Are you preparing these documents for a specific legal matter, such as divorce or child support?
What about Financial Statements?
For financial statements in Florida, you typically need:
- Recent bank statements
- Investment account statements
- Retirement account statements
- Credit card statements
- Mortgage and loan information
Are you gathering these documents for a particular legal case, such as divorce or child support?
What information would i need to request to gather all of my business taxes and IRS tax and Florida State Sales Tax
To gather all your business taxes, IRS taxes, and Florida State Sales Tax, you will need the following documents:
- Employer Identification Number (EIN)
- Federal tax returns (Forms *, 1120S, *, etc.)
- State tax returns
- Sales tax returns
- Payroll records
- Business bank statements
- Receipts and invoices
- Records of business expenses and deductions
Are you preparing these documents for a specific purpose, like an audit or tax filing?
Can you rewrite this for me please? C. Business Tax Returns / Federal Taxes: Any and all Federal tax returns from Jan. *, *, prepared directly or indirectly by you or accounting copy Patriot Tax Solutions. Employer Identification Number
EIN. and all forms for taxes, *, 1120s *, as well as, all State Tax returns from the State of Florida Sales Tax returns, All Federal Tax Returns and Debits for the IRS. All payroll records, and Payroll tax returns, and all Equipment and tool statements and records. Quickbooks Login information and passwords.
C. Business Tax Returns / Federal Taxes: Any Federal tax returns from Jan. *, *, prepared directly or indirectly by you or Patriot Tax Solutions. Include Employer Identification Number (EIN), forms *, 1120S, *, all State of Florida tax returns, sales tax returns, all Federal Tax Returns, IRS debits, payroll records, payroll tax returns, equipment and tool statements/records, and Quickbooks login information/passwords.
Would you like assistance with anything else related to your tax documents?
Can you rewrite this for me please, Any and all documents and records and invoices, as well as all expense records and expenses. Business Bank statements, records of business records and deductions. Gross income and net income, and any and all charts or graphs.
Sure! Here it is:
Any and all documents, records, and invoices, as well as all expense records. Business bank statements, records of business transactions and deductions, gross income and net income, and any charts or graphs.
Do you need help with anything else related to your financial records?
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