Document checklist | Rideshare Tax Pros

Showing the full preparation checklist. Mark the record categories you have ready to discuss.

Some items may not apply. Your preparer decides what is needed. This page does not upload documents, calculate a return or certify that a return is complete.

INCOME

Platform income

Bring the records for each platform and tax year.

Uber annual tax summary and available tax formsReady to discussLyft annual summary and available tax formsReady to discussStatements and available forms from other gig platformsReady to discussRecords of other work or income to discussReady to discussA list of missing, incorrect or overlapping statementsReady to discuss

VEHICLE

Mileage & vehicles

Collect records for review; this checklist does not determine deductibility.

Available mileage logs and trip recordsReady to discussAnnual vehicle-use and odometer records, if availableReady to discussPurchase, lease or rental records and vehicle changesReady to discuss

EXPENSES

Business expenses

Keep supporting records and the context for each expense.

Platform fee and transaction summariesReady to discussReceipts, statements and business expense recordsReady to discussQuestions about mixed personal/business use or missing recordsReady to discuss

HISTORY

Your wider tax picture

Your preparer will confirm which records apply to you.

Prior-year return, if you filed oneReady to discussRecords of estimated payments or relevant withholdingReady to discussOther tax forms and records requested by your preparerReady to discussYour questions about the year, service scope and feesReady to discuss

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A clearer list.A calmer start.

A clearer list.
A calmer start.