Tax Return Checklist

This is a check list I copied from efile.com.  You may have more per your CPA.

efile.com Tax Return Preparation Checklist

Please print the tax to-do List below, look it over, and check off those items you have handy for your tax return.

General Taxable Income

Retirement Income

Business Income

Tax Credits

Expenses and Tax Deductions

Tax Estimate Payments

  • ___ Estimated Tax Payments Made with ES Vouchers
  • ___ Last Year’s Tax Return Overpayment Applied to This Year
  • ___ Off Highway Fuel Taxes Paid

General Information

 

Tax Return Checklist
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