Tax Document Checklist
Answer a few quick questions to generate a personalized list of documents to bring to your appointment.
Step 1: Basics
Step 2: Income
Step 3: Deductions
Let's start with the basics
Income Sources
Select all that apply to you for the tax year.
Deductions & Credits
Select all that apply to potentially lower your tax liability.
Your Custom Document Checklist
Please gather the following items and bring them to your appointment.
Tip: It's always better to bring too much information rather than too little. If you're unsure about a document, bring it!