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2018 TAX PREPARATION CHECKLIST
GENERAL
1. If you are an existing tax client and anything has changed in your tax status (married, divorced, add dependent, subtract
dependent, employment changes, etc)
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How to fill out tax preparation checklist
How to fill out tax preparation checklist
01
Gather all necessary financial documents such as W-2 forms, 1099 forms, and receipts.
02
Review the tax preparation checklist provided by your tax preparer or the tax software you are using.
03
Start by entering your personal information, such as your name, address, and Social Security number.
04
Follow the checklist instructions to report your income and deductions. This may include entering information about your wages, interest income, business expenses, and itemized deductions.
05
Double-check all the entered information to ensure accuracy.
06
Complete any additional sections or forms required by your specific tax situation, such as self-employment income or foreign income.
07
Verify that you have included all necessary forms and schedules according to the checklist.
08
Sign and date the tax preparation checklist to certify that the information provided is true and accurate.
09
Make a copy of the completed checklist and keep it for your records.
10
Submit the checklist along with any required payment or request for a refund to the appropriate tax authority.
Who needs tax preparation checklist?
01
Anyone who is required to file an income tax return needs a tax preparation checklist.
02
This includes individuals, sole proprietors, partnerships, corporations, and other entities.
03
A tax preparation checklist helps ensure that all necessary information and documents are gathered and reported accurately, maximizing deductions and avoiding potential errors or penalties.
04
Even if you hire a professional tax preparer, having a checklist can help both you and the preparer ensure that all relevant information is included.
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What is tax preparation checklist?
A tax preparation checklist is a list of documents and information that individuals or businesses need to gather before they can prepare and file their taxes.
Who is required to file tax preparation checklist?
Any individual or business that is required to file a tax return is also required to complete a tax preparation checklist.
How to fill out tax preparation checklist?
To fill out a tax preparation checklist, individuals or businesses should gather all necessary documents such as W-2 forms, 1099 forms, receipts, and other financial records and organize them according to the checklist provided.
What is the purpose of tax preparation checklist?
The purpose of a tax preparation checklist is to ensure that individuals or businesses have all the necessary information and documents needed to accurately prepare and file their taxes.
What information must be reported on tax preparation checklist?
Information such as income, deductions, credits, and personal information must be reported on a tax preparation checklist.
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