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PERSONAL TAX CHECKLIST
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This is a checklist template of items needed to prepare personal income tax returns. Please
disregard the items not applicable to you and forward on all information
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Start by gathering all the necessary information or documents that you will need to fill out the checklist.
02
Read through the checklist carefully to understand each point or task that needs to be completed.
03
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What is this is a checklist?
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What is the purpose of this is a checklist?
The purpose of a checklist is to ensure that all tasks or items are completed and nothing is overlooked.
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