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2013 INCOME TAX RETURN CHECKLIST Please provide the following items so that we may prepare your returns in a timely manner: Engagement Letter (See Page 2) ALL wage and earning statements ?? Form W?2s,

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Start by opening the 2013 full tax organizerxlsm file on your computer.

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Begin by entering your personal information such as your name, address, and Social Security number in the designated fields.

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Continue by providing details about your income for the year 2013. This may include W-2 forms from your employer, 1099 forms for any freelance or contract work, and any other relevant documents.

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