Tax Preparation Checklist

Purpose: This checklist is designed to help individuals and businesses gather all necessary documentation and information required to prepare and file their taxes accurately and efficiently.

Contact Information

• Name: {fullName}
• Email: {email}
• Phone Number: {phoneNumber}

Basic Personal Information

• Social Security Number: {ssn}
• Filing Status: {filingStatus}
• Occupation: {occupation}

Dependents

{#dependents}

• Name: {name}, SSN: {ssn}, Date of Birth: {dob}, Relationship: {relationship}

{/dependents}

Income Documents

Please gather the following applicable income documents:

{#incomeDocuments}

• {description}

{/incomeDocuments}

Deductions & Credits

Check all that apply and make sure to provide documentation:

{#deductions}

• {deductionName}

{/deductions}

Business Income & Expenses

{#hasBusiness}

You have indicated that you own or operate a business. Please provide the following:

• Income records (e.g. bank statements, invoices)
• Expense receipts (supplies, rent, advertising, etc.)
• Vehicle mileage and expenses
• 1099 Forms from clients

{/hasBusiness}

{^hasBusiness}

No business income was reported.

{/hasBusiness}

Other Financial Information

• Bank account and routing numbers for direct deposit: {bankDetails}
• Estimated tax payments made: {estimatedPayments}
• Foreign accounts/assets information: {foreignAssets}

Uploaded Tax Documents

Notes or Special Instructions

{notes}

Reminder: Double-check each section and confirm that all necessary fields are completed and documents attached before submission to your tax preparer or filing.