Tax Preparation Checklist

{want it? click it.}

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.

 
 

Helping You Make Peace With Your Papers, So You Can Enjoy All The Best Life Has To Offer.

5 Fundamentals for Setting Up Your Home Filing System

If you're tired of the piles, setting up an effective home filing system can be easy. Start by keeping these three simple things in mind... 01. Familiarize…

The Long-term Benefits of Getting Your Papers Organized

01. Goals and Gratitude. Gratitude can best be expressed by caring for what you have and keeping good records. Good records provide all the details necessary…

The Three Most Common Paper Organizing Challenges Solved

If you know where you're struggling you can create filing solutions that will make your life easier. Do you know what is keeping you from getting your papers…

PDF : Tax Forms Checklist

Below is a list of common information return forms. Use this list and your past years tax returns as a starting point to create your personalized Tax Form…

The Basics of a Good Home Filing System

Use Simple Filing Categories. A good home filing system does not require complicated codes, numerical systems, computer programs or indexes. Features like…

PDF : Tax Records Checklist

Create a Tax Records Checklist as a starting point for establishing your Everyday file. Your Everyday File prepares you beautifully for tax time. It give your…
 

What Brings You Joy?

home filing system color category

“Sometimes the easiest way is the hard way.” ~John Finn

Get your home filing blueprint today.

Trade Ya? Your Email for My eBook. Get started today.
{I don't share your info.}

{name}
{email}
 
Google Analytics Alternative