Your Tax Appointment Checklist Do not show up to your tax appointment missing important documents. This easy-to-follow checklist helps employees, retirees, self-employed taxpayers, parents, and first-time filers gather what they may need before filing. What’s Included Personal, spouse, and dependent information Childcare provider details W-2s, 1099s, retirement, rental, and investment income Self-employment income and expenses Education and medical records Home, vehicle, and charitable deductions Health insurance and retirement documents Direct-deposit information Additional forms commonly requested by tax preparers Not every item will apply to you. Simply review each section and gather the documents that match your situation. Show up prepared. Avoid delays. File accurately the first time. Important Disclaimer This checklist is for educational and organizational purposes only. It does not provide individualized tax or legal advice or guarantee eligibility for any deduction, credit, or refund. Digital Product Policy This is a digital product. No physical item will be shipped. Due to immediate access, all sales are final. No refunds, returns, exchanges, or cancellations will be accepted. Questions? Email [email protected] before purchasing. By completing your purchase, you agree to this policy.
