Free Accounting Tax Preparation Checklist Form

Ensure a smooth tax filing process by gathering all necessary documents and information. Use this checklist to stay organized.
Name
Phone number
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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Enhance your tax preparation with the Accounting Tax Preparation Checklist Template from Template.net. This editable and customizable template streamlines your tax process, ensuring all critical steps are covered. Easily adapt it using our AI Editor Tool to fit your specific needs and stay organized. Simplify tax season with this comprehensive, user-friendly checklist.