Tax Preparation Checklist
Below is a list of items and information you should gather before filing your next Income Tax Return. Please note, This comprehensive list should be used as a guide. Identify the documents that apply to you, your employment situation, and your family composition.
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The IRS will use this information to determine who is filling, who is covered in your tax return, and where to deposit your refund if one is due.
Personal Information
Income Information
This information is essential to understand where you fall within the established tax brackets. It will determine your initial tax liability.
These documents can be used to reduce your overall tax liability; what your income can be taxed. Eventually, these documents can increase your tax refund or lower the amount you owe.