Documents

Checklists by profile

Four profiles common in the firm’s book. Each list says what to send through the Drake Tax Portal and what to keep in your own folder. This site does not collect SSNs, IDs, or passwords.

Official US tax form and term names stay in English.

W-2 employee

Wage income with withholding. Monthly pay-stub and per diem folder; W-2 and 1098 go up early in the year.

1099 contractor

Contract income with no withholding. A dedicated account, flight expenses, and 1040-ES.

Dual-status / first-year US resident

Residence in transition, First-Year Choice, FBAR, and Form 1116. BonaTax goes deeper on this profile.

LLC / business

Monthly books by the 10th, QuickBooks Online or Digits, and Form 5472 when there is a foreign owner.