Tax preparation documents checklist

Maximum Refund Guaranteed. Industry-Specific Deductions. Get Every Dollar You Deserve. What documents are needed for tax preparation? What items are needed to file taxes?

May not be combined with other offers. To qualify, tax return must be paid for and filed during this period. Before you begin to prepare your income tax return , go through the following checklist.

Tax Preparation Checklist. Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents , and check items off as you add them to the folder. Let’s start with the obvious items on any tax prep checklist. Last year’s taxes , both your federal and — if applicable — state return.

These aren’t strictly necessary, but they’re good refreshers of what you filed last year and the documents you used. Social Security numbers for yourself, your spouse and all dependents. See all full list on efile. However, if you weren’t in college and only received a W- you could skip those items on your tax documents checklist.

Whether you see a tax professional or prepare your taxes on your own, we’re here to help you determine what forms and information you need to file your taxes. Here is an easy-to-follow tax form checklist that you’ll need to file your taxes this year. Prevent new tax liens from being imposed on you. Before you prepare your tax return you should have a tax preparation checklist to help you get organized.

Along with this, your tax preparation checklist should also get you in the right frame of mind. Once you are organized and ready to move forwar you will find that everything begins to fall into place. That’s why we’ve created this tax preparation checklist , complete with everything you need to accurately and promptly file your taxes. This checklist is intended to be used as exactly that.

Steady your nerves with the checklist below that will help you prepare your tax return with an organized plan of attack. Documents for Identification. IRS needs to know who is covered in your tax return.

It’s always good to keep some I even if you are going to the same tax preparer. Maurie Backman is a personal. After you set up an appointment with us to complete your taxes for this year, we’ve put together a handy checklist to help you get all of your documents in order and ease some of the stress. Variables exist in our lifestyles, employment, investments, family and more that effect our income tax filing requirements. Available Nights And Weekends.

Technically, employers etc. This is important because any income that doesn’t make it onto your return can result in penalties and interest for under-reported and under-paid taxes. For tax purposes, income is any money you receive from any source that is not a gift. The purpose of these forms and worksheets is so you can be as prepared as possible so the tax preparation process is quick and painless as possible.

We have created over worksheets, forms and checklists to serve as guidance to possible deductions. If you get a big tax refund or bill, go ahead and adjust your withholdings. Also, stay organized throughout the year, and you won’t have to hunt for everything you need each spring. Keep tax documents in one place, or receipts in one folder.

Here are some of the more common changes that could affect your tax. An IRS tax return transcript for the last years.