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Tax Preparation checklist
Personal Information
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)
Income Documentation
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
Deductions and Credits
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
Business Information
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
Investments
Review brokerage statements for gains or losses on investments
Confirm contributions and distributions from retirement accounts
Assess records for contributions to education savings accounts
Miscellaneous
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
