Explore

Tax Checklist

Nobody likes taxes, but getting your annual tax filing right is an important part of your financial health. Using this checklist, you'll be able to stay organized and spend less time!

Expected Time: 30 minutes

What You’ll Need:

📝 A folder to keep everything in

Instructions

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)

General

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

Income

W-2s from employer

1099 if independent contractor

Self-employed income

Alimony or child support

Unemployment income

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)

Moving costs

Child care and education costs

Medical costs and receipts

Business expenses

Reflection

Where do you notice gaps in your organization? What other systems can you put in place to make tax time easier for you?

Next Steps

Decide if you’re going to file your taxes with a professional, or with an online tool like TurboTax or HR Block. Get filing!

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.