Workflow Templates: Tax Preparation checklist

Ensure the taxpayer's full name, date of birth, and Social Security number are correct

Verify the current address, phone number, and email address

Confirm the filing status (e.g., single, married filing jointly, head of household)

Collect all W-2 forms from employers

Gather 1099 forms for independent contractors, dividends, and interest income

Obtain documents for other income types, such as rental income, Social Security benefits, or alimony received

Compile receipts for medical and dental expenses

Gather records for charitable contributions and property taxes paid

Obtain documentation for education expenses and student loan interest

Collect records of business income and expenses for self-employed individuals

Prepare a detailed list of asset purchases or sales related to the business

Ensure proper documentation for home office expenses, if applicable

Review brokerage statements for gains or losses on investments

Confirm contributions and distributions from retirement accounts

Assess records for contributions to education savings accounts

Check for any notices or letters from the IRS or state tax agencies

Review last year's tax return for carryover items

Confirm estimated tax payments made during the year, if any

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Tax Preparation checklist