2015 Tax checklist

Just answer a few quick questions to create your very own custom tax documents checklist. Or, just print out the full tax prep checklist. Whether you see a tax professional or prepare your taxes on your own, we are here for you when you are ready to file.

Tax Prep Checklist Compile Everything. The first step is collecting all the forms and documents you will need. Documenting Your Purchases Is Key. It’s always best to save all receipts,. Review Everything Closely!

Once you’ve collected all of your documents,. Before you begin to prepare your income tax return, go through the following checklist. Highlight the areas that apply to you, and make sure you have that information available. Better yet, attach the list to a folder of your tax documents, and check items off as you add them to the folder. What you need to file your taxes varies depending on your situation.

However, if you weren’t in college and only received a W- you could skip those items on your tax documents checklist. See all full list on efile. Tax season offers plenty of challenges especially when it comes to gathering up all that documentation that needs to be handy while working on your tax return. Access IRS Tax Forms.

Complete, Edit or Print Tax Forms Instantly. Free for Simple Tax Returns. Maximum Refund Guaranteed. Get a Jumpstart On Your Taxes! Industry-Specific Deductions.

Get Every Dollar You Deserve. There are many information sources, other than TaxDivasLLC. IRS government website, for tax -related information. Use my tax prep checklist to make sure you don’t forget anything important.

Place the checklist in a file folder, or attach it to the outside of the folder. As you receive or locate tax documents, place them in the folder and check them off the list. Schedule a Time to Prepare Your Taxes. The first item on your list is to decide whether you’ll prepare your own tax returns.

Requirement to reconcile advance payments of the premi-um tax credit. Standard deductions and the personal exemption have also been adjusted upward to reflect inflation. Some of these tax breaks may be retroactively reinstated and extende but Congress may not decide the fate of these tax breaks until the very end of this year or possibly not until next year. A copy of this checklist may be used.

We hope tax professionals will use our checklist as a starting point to do everything necessary to protect their client’s data. Details of any repairs or maintenance to business assets during the tax year. Itemized Deductions Checklist Medical Expenses Medical expenses are generally deductible if they exceed of your income or 7. We want to make sure you get every tax credit and deduction you’re entitled to.

Canadian Tax Checklist So, before you get started on your taxes, make sure you have all the receipts and income records you need.