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Tax Tools

Tax Document Checklist

Select all that apply, and we’ll build your customized document checklist.

Tell us about your year

Select all that apply, and we’ll build your customized document checklist. Your list updates as you select. Include your spouse’s situation if you’re filing together.

Your personalized checklist
5 items
    Select what applies to you for the tax year you are filing, including your spouse if filing together. This list covers common documents only; your preparer may request additional records. A listed document does not confirm deduction eligibility.
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    Your tax document checklist

    For a smoother start, gather these documents before beginning your intake questionnaire.

    Before you begin

    1. Gather the items listed below. Include documents for your spouse and dependents when they apply to your return.
    2. Make a clear photo or scan of each document. You will need to upload the files during intake. Include all pages and keep the text and all four corners visible.
    3. Prefer to take photos as you go? On your phone, use the camera option at an upload prompt when available, then check the image before attaching it.

    Documents to gather

      Missing a document? Gather what you have and make a note of anything missing. Your preparer may request additional records; this checklist covers common documents only.

      Keep your information private. Do not write Social Security numbers or bank details on this checklist. Use only the approved secure intake or client portal for sensitive documents, never ordinary email, text or chat.