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The Tax Prep Checklist You’ve Been Waiting for

February 14, 2019

Getting Ready for Tax Season: Tax Prep Checklist

Kick procrastination to the curb by using your own tax prep checklist.

Check for these five qualities to make sure your tax pro is qualified and the best for you.

Preparing your 2018 tax return never seems like an easy feat. It often feels easier to just put off your tax preparation. And sure, procrastination can keep a tax headache at bay for a little while. But you’re still better off taking care of your taxes sooner rather than later. In the face of a recent government shutdown and newly applicable tax reform, being prepared with a handy tax prep checklist has never been more important.

Why should I use a tax prep checklist?

Even if you’re having a professional tax preparer complete your tax return, a tax prep checklist can definitely come in handy. Using a checklist will help ensure you have all the information and documents needed to file.

You’ll need to gather forms and documents that fall into the following categories:

  • Personal information
  • General income
  • State & local taxes or sales tax
  • Homeowner/Renter information
  • Medical expense & health insurance
  • Education expenses
  • Childcare expenses
  • Retirement expenses
  • Charitable donations
  • Alimony paid
  • Federally declared disaster
  • Tax preparation

Aside from helping you organize your documents and forms, tax prep checklists will also help get you in the right frame of mind to start filing. Kick procrastination to the curb by using your own tax prep checklist.

Click here or on the image below to view and download our Individual Tax Prep Checklist.

Individual Tax Prep Checklist

How should I use this tax prep checklist?

Move down the list slowly, finding documents you need and storing them safely in a folder meant for your 2018 tax documents. Keep in mind that you may not need every form and document listed on the checklist. Feel free to mark off any of these unnecessary items for you so you can focus on the forms you do need.

If you need any help with filing your taxes, our team of tax experts is always available to help!

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