Use this checklist to gather and organize your tax documents before we begin. Check off items as you locate them. Nothing is submitted: this is a personal reference tool you can print or bookmark.
Check off documents as you gather them. Print this page or save it for reference.
Personal Information
Basic details needed for every return. If your name, address, or bank info changed since last year, make a note.
Life Changes
Major life events can affect your tax situation. Let me know if any of these apply.
Income Documents
Collect all statements showing income earned during the tax year. Employers and financial institutions mail these by late January.
Deductions & Credits
These items may reduce what you owe or increase your refund. Not all will apply to everyone.
Health Insurance
Rentals / Self-Employment / Schedule C /
Do you have rental property, royalty income, or are you a sole proprietor, freelancer, or independent contractor? Gather these records for your business income and expenses.
Tip: Organized records make a big difference. A spreadsheet or bookkeeping summary of income and expenses by category speeds up preparation significantly.
Have your documents together? (or don't...)? Either way, let's get started!