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Tax Prep Checklist

Collect the records that make a filing conversation faster. Check items off in this browser—nothing is uploaded.

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Start herePrior-year federal returnIncomeW-2, 1099, and other income recordsIncomeInterest, dividends, and brokerage statementsIncomeBusiness income and expense recordsPaymentsWithholding and estimated-payment recordsFamilyDependent, care, and education recordsDeductionsDeduction and charitable-contribution recordsDeductionsHSA, retirement, and health-insurance recordsReviewIRS notices or prior correspondenceFinishIdentity and direct-deposit information

No uploads. This checklist is a planning aid, not a request to upload taxpayer or client information. Keep sensitive records in your secure filing workflow.

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Reviewed 2026-08-07. For planning only—not tax advice.

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