Expected Time: 30 minutes
What You’ll Need:
📝 A folder to keep everything in
Use the the checklist below to collect information that you’ll need for your annual tax filing.
The following checklist is meant to serve as a guide. Please refer to a tax professional if you are unsure of what to include for your specific situation.
Checklist: Tax Filing Documents
When to use: When you’re preparing documents for annual tax filing (generally due April 15th without extension)
Social Security Numbers for all members of the household Bank account and routing numbers if the client plans to pay taxes electronically or to accept direct deposit for a tax refund Prior year tax returns and supporting documents
1099 if independent contractor Any interest earned from savings or investments
Info Regarding Potential Deductions and Credits
Interest paid on mortgage or student loans Charitable donation receipts Contributions to tax-deferred retirement accounts (401k, IRA, self-employed retirement accounts) Child care and education costs Medical costs and receipts
Where do you notice gaps in your organization? What other systems can you put in place to make tax time easier for you?
Decide if you’re going to file your taxes with a professional, or with an online tool like TurboTax or HR Block. Get filing!