Start with the individual checklist, then use any additional checklist that fits your situation. You don't need every item on this page—gather the records that apply to you and make a note of anything you're unsure about.
These lists help you get organized; they aren't a complete list of every document a return may require. Nikol may request additional information after reviewing your situation.
Gather the items that apply to you and anyone included on your return.
Use this alongside the individual checklist if you have freelance, contractor, or sole proprietor income.
A starting point for partnerships, S corporations, and C corporations. The exact documents depend on your entity and accounting records.
Keep a separate set of records for each rental property.
For trustees and personal representatives preparing an income tax return for a trust or estate.
A few final checks can prevent missing information and follow-up delays.
Income may need to be reported even when you didn't receive a tax form. Reconcile your forms with your own records.
Save the statements, receipts, and records behind the amounts on your return. A bank transaction alone may not explain what an expense was for.
Tell your CPA about life events, new income sources, business changes, and property transactions. Those details can affect which questions and documents matter.
Bring your records and questions to a CPA who can help you understand what applies to your return and identify anything that's missing.
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