Tax Preparation Checklist
Make tax season easier by gathering everything in one place. Use this checklist to track forms, income records, deductions, and documents before you file.
Use this template
Start a tax preparation checklist from this template, then add items specific to your job, business, or state.
Use it for your own filing or to stay organized when working with a tax professional.
Tax Preparation Checklist Preview
Here is a sample of what your tax prep checklist might include. Adapt it to your country’s requirements and personal situation.
Income & forms
- • W-2s or equivalent employment income forms
- • 1099s or other self-employment income records
- • Interest, dividends, and investment statements
- • Records of unemployment or other benefits
Deductions & records
- • Receipts for charitable donations
- • Mortgage interest statements
- • Medical expenses if you plan to itemize
- • Business or home office expense records
Tax Preparation Checklist FAQ
When should I start gathering tax documents?
Many people start as soon as year-end statements arrive, then use a checklist to track what is still missing.
Can I reuse this checklist next year?
Yes. Save your customized tax prep checklist in NeedChecklist, then duplicate and update it for each new tax year.
Ready to make tax time less stressful?
Start with this tax preparation template, then add details for your own situation.
About this template
This checklist is a general guide and not tax advice. Edit it in NeedChecklist to match your country’s rules and your tax advisor’s recommendations.
Save, edit & export with Pro
- Save your tax prep workflow
- Reuse it year after year
- Export as a PDF to bring to appointments