Tax Resolution Document Checklist

The following documents are required to demonstrate your financial hardship. Your income and personal expenses documentation will be provided to the Federal/State government to qualify you for tax debt forgiveness program:

  • Copy of the three (3) most recent pay stubs
  • Proof of any additional income you received on a monthly basis
  • Copy of the three (3) most recent bank statements
  • Copy of your last tax return
  • Proof of all household expenses over the past three (3) months
  • Proof of current state or federal tax liability and payment plan (if applicable)
  • Most recent mortgage statements
  • Proof of one (1) month’s non-business transportation expenses
  • Proof of payment for health insurance and out-of-pocket medical expenses

*Additional information may be requested as needed.

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