Tax Preparation Checklist

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This tax preparation checklist will help you collect the records you need to complete your tax returns. Check papers off as you locate them. Cross off tax related items that don't apply.

If you use a money management program print a transaction report for this year. Review the report and highlight information you need to prepare your tax return. This will make your tax preparation much easier.

A few additional resources you may find handy.

 
 

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