Richardson & Associates believes in helping you in the best way, always!
Tax Preparation Checklist
You may use this checklist as a guide as you gather your documents for filing. Don't panic if you do not have everything on this list; you are not alone. Most people will not have everything on the tax prep list. Click on any box to continue.
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Personal & Business Expenditures |
- Child care expenses
- Records to document medical expenses
- Non-reimbursed expenses related to your job (travel expenses, uniforms, union dues, subscriptions)
- Job-related education expenses
- Job-hunting expenses
- Student loan interest paid
- Early withdrawal penalties on CDs and other time deposits
- IRA, Keogh and other retirement plan contributions (for self and/or employees)
- Investment expenses
- Tax return preparation expenses and fees paid in prior year
- Federal, state & local estimated income tax paid for current year (estimated tax vouchers, cancelled checks & personal payment records)
- Records to document casualty or theft losses
- Medical Savings Accounts
- Sales tax information on large purchases, such as automobile, boat, etc.
- Alimony paid
- Adoption expenses
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Self-Employed Information |
- Business income (Form 1099-MISC and/or personal records)
- Business-related expenses (receipts, other documents & personal records)
- Employment taxes & other business taxes paid for current year (personal records)
- Auto loans and leases if vehicle used for business - account numbers and car values
- Partnership SE income (Schedule K-1)
- Farm-related expenses (receipts, other documents & personal records)
- Federal, state & local estimated income tax paid for current year (estimated tax vouchers, cancelled checks & personal payment records)
- IRA, Keogh and other retirement plan contributions (for self and/or employees)
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