Your tax preparation checklist
Choose everything that applies to you, then check off the documents you have collected. No uploads or financial details required.
What applies to you? Select more than one if needed.
Optional. Saves checklist choices on this device using browser storage—not documents, names, or tax amounts. Avoid this option on a shared device.
Preparation aid only—not a complete list for every return, a tax calculation, or confirmation of filing readiness. Not every document applies to you. Mark irrelevant items “Not applicable.” Tax rules and required documents vary by year and circumstances. Consult a qualified tax professional as needed. Keep personal information secure; never enter identification numbers, bank details, or documents into this checklist.