Printable Tax Prep Checklist

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Printable Tax Prep Checklist

Starting to pull records together for your tax appointment? Use my tax prep checklist to make sure you don’t forget anything important.

How to Organize Tax Documents

And if all that rummaging for documents has you realizing you need to do a better job of organizing your tax stuff, check out my advice on how to organize your tax documents. There’s even a free printable that you can use to set up a tax binder.

Many web browsers have their own built-in PDF viewers, but they tend to be buggy. If you’re having trouble printing or editing one of our printables, click here for help.

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  1. Thanks for the checklist. I am a procrastinator so I need something to keep me organized. This seems like the best thing for me. A checklist like this would really help to have around to make sure I’m doing everything I need to.

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