Free Accounting Tax Preparation Checklist Form Template

Accounting Tax Preparation Checklist

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

Name

    Phone number

      Email

        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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