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Tax Preparation Checklist - Free Finance Template | ZenBuild | ZenBuild

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Tax Preparation Checklist

Collect the documents and information needed to prepare a client's tax return. Used by tax preparers, CPAs, and accounting firms during tax season.

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Tax Preparation Checklist

Confirm what tax documents you have ready for filing.

Taxpayer Full Name*

Tax Year*

Filing Status*

SingleMarried Filing JointlyMarried Filing SeparatelyHead of Household

Income Documents Available*

W-2 (Wage & Salary)1099-NEC (Self-Employment)1099-INT (Interest Income)1099-DIV (Dividends)1099-B (Brokerage Sales)SSA-1099 (Social Security)

Deduction Documents Available

Mortgage Interest Statement (1098)Charitable Donation ReceiptsMedical Expense RecordsStudent Loan Interest (1098-E)Business Expense Records

Preferred Filing Method*

Special Circumstances or Questions

Upload Tax Documents

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Template Details

CategoryFinance

Fields8

Uses0

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financetaxtax-preparationaccounting