Accounting Tax Preparation Checklist

Ensure a smooth tax filing process by gathering all necessary documents and information. Use this checklist to stay organized.

Personal Information

• Social Security Numbers (for you and dependents)

• Previous year’s tax return

Income Documentation

• W-2 forms

• 1099 forms

• Self-employment income

• Rental income records

• Interest and dividend statements

• K-1 forms

Deductions and Credits

• Receipts for deductible expenses

• Mortgage interest statements

• Property tax statements

• Education expenses (1098-T)

• Childcare expenses

• Retirement contributions

• Business expenses

Investment Information

• Year-end investment statements

• Records of capital gains/losses

Health Insurance Information

• Form 1095-A, 1095-B, or 1095-C

• HSA contribution records

Business Documentation (if applicable)

• Profit and loss statements

• Balance sheets

• Inventory records

• Mileage logs

• Business licenses/permits

Other Relevant Documents

• Tax credits and deductions

• Documentation for tax payments made

• Correspondence from the IRS

Final Steps

• Review documents for accuracy

• Organize systematically

• Schedule a meeting with a tax professional, if needed

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