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Tax Preparation Resources and Checklists

Use these checklists to prepare before intake or document upload.

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Individual Tax Checklist

  • W-2s and 1099s
  • Prior-year return
  • Dependent information
  • 1095-A, 1098, childcare, education forms

Business Tax Checklist

  • P&L and balance sheet
  • Prior-year business return
  • Payroll and owner compensation
  • Ownership and K-1 details

Notice Checklist

  • All pages of notice
  • Tax year involved
  • Agency deadline
  • Related prior return and records