Get Organized
Tax Prep Checklist
Know exactly what documents and information you need to gather before filing your taxes.
The documents you need for tax prep depend on your individual situation. Use this comprehensive checklist to gather everything you'll need for your tax appointment or to file your own taxes.
Pro Tips for Tax Preparation
Organize Documents Early
Start gathering documents in January so you're not rushing in April. Create a folder for each category.
Keep Digital Copies
Scan important documents and store them safely. This makes it easier to share with tax professionals if needed.
Track Receipts Throughout the Year
Don't wait until tax season. Keep receipts for deductible expenses in an organized system year-round.
Note Estimated Tax Payments
If you're self-employed or have other income, keep records of estimated tax payments you've made.