Tax Season
Tax Filing

Tax Season Checklist


Tax season can be a demanding time for everyone, from small businesses and freelancers to individual filers. Proper preparation is key to ensuring a smooth tax filing process. Use this checklist as your guide through each step, making sure you’ve covered all essential items for your tax filing.

Gather Personal Information:

  • Social Security Numbers (SSN) for yourself and all dependents
  • Addresses and dates of birth
  •  Bank account and routing number for direct deposit/refund
  •  Last year’s Adjusted Gross Income (AGI) for electronic signature

Income Documents:

  •  W-2 forms from all employers
  •  1099 forms for freelancers and independent contractors
  •  Interest statements (Form 1099-INT or Form 1099-OID)
  •  Dividend statements (Form 1099-DIV)
  •  Sales proceeds from stocks, bonds, etc. (Form 1099-B)
  •  Retirement plan distribution (Form 1099-R)
  •  Miscellaneous income records (prizes, rent income, etc.)

Deduction and Credit Documents:

  •  Home mortgage interest (Form 1098)
  •  Real estate and personal property tax records
  •  Receipts for charitable donations and gifts
  •  Medical and dental expense records
  •  Educational expenses (Form 1098-T)
  •  Student loan interest paid (Form 1098-E)
  •  Childcare expenses (provider’s tax ID number required)

Health Insurance Information:

  •  Marketplace coverage (Form 1095-A)
  •  Health coverage exemption certificate, if applicable
  •  Records of healthcare payments for Premium Tax Credit

Tax Forms and Worksheets:

  •  Current year’s tax return forms and schedules
  •  Worksheets for itemised deductions, if applicable

Previous Tax Returns:

Bank Account Information:

  •  Account numbers for any account into which you’d like a refund deposited
  •  Records for interest paid or earned, if applicable


  •  Notices from the IRS or other revenue systems, if received
  •  Record of estimated tax payments made during the year, if applicable

Review and Organise:

  •  Review all documents to ensure they are complete and accurate
  •  Organise documents by category for easy reference
  •  Compile a list of questions or concerns for your tax advisor or software

File Taxes:

  •  Choose the appropriate filing method for your situation (e-file or mail)
  •  Submit tax returns by the due date or file for an extension, if needed


  •  Schedule payment for any taxes owed, or confirm refund details

Follow Up:

  •  Track refund status, if expecting one
  •  Store copies of filed tax returns and all relevant documentation securely
  •  Plan for any quarterly or future tax adjustments needed
  •  Confirm that checks have cleared or payments have been debited

Remember, this checklist is a general guide and your tax situation may require additional information. Always consult with a tax professional or IRS resources to ensure that all your tax responsibilities are fulfilled.

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