Tax Preparation Checklist
Organize your 2026 records for the 2027 tax season.
Organize before you file
What records should you gather?
Choose your audience and (for businesses) your entity type to see the records that typically apply. Check items off as you organize them — your selections stay in your browser and reset when you leave.
- Checklist labels only — this tool never asks for SSNs, EINs, account numbers, income amounts, or documents.
- Keep sensitive documents private until a secure intake process is available.
- General reference only — your exact needs depend on your situation.
Tax preparation checklist
Choose your audience to see the records that typically apply. This is a general reference, not a complete list — your exact needs depend on your situation, and final service scope will be confirmed before launch.
Identity & prior-year reference
Income records
Dependents & life changes
Potentially relevant payment & expense records
This checklist helps you organize records by category. It does not determine which expenses are deductible or estimate your tax savings — that guidance comes when we work together. Keep sensitive documents (Social Security numbers, EINs, account numbers, and tax documents) private until a secure intake process is available. Final supported return types and service details will be confirmed before launch.
Your selections stay in your browser only and reset when you leave this page.
Your records are coming together. Let’s plan your next step.
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Sources & references
These categories are a general reference drawn from public IRS guidance. Always confirm the requirements that apply to your situation.
- IRS — Limited Liability Company (LLC)How LLCs are treated for federal tax purposes.
- IRS — Forms & InstructionsOfficial form references (1040, Schedule C, 1065, 1120-S).