Tax Document Checklist

Get Ready to File

Use this checklist to gather the documents and information you may need before starting your tax return. Having everything ready can help make the filing process smoother and reduce delays.

Tax Resources

What to Gather Before You File

  • Personal Information

    Photo ID, Social Security numbers or ITINs, dependent information, and current contact details.

  • Income Documents

    W-2s, 1099s, unemployment statements, retirement income, investment income, and other income records.

  • Deductions & Credits

    Childcare expenses, education costs, mortgage interest, charitable contributions, medical expenses when applicable, and other supporting records.

  • Self-Employment Records


    Income records, 1099 forms, business expenses, mileage, equipment purchases, and other records related to your Schedule C activity.