Tax-Checklist

Know exactly what to gather before you file.

This free 2-page printable checklist covers the documents most people need for their tax return, so filing goes faster and fewer deductions get missed.

Inside:

✔ About you and your family: ID, Social Security numbers, last year’s return, direct deposit details

✔ Income: W-2s, 1099s (NEC, K, INT, DIV, B, R and more), Social Security, K-1s, rental income

✔ Self-employed and gig work: business income, expenses, mileage, home office, estimated payments

✔ Deductions and credits: mortgage, donations, tuition, child care, HSA, retirement contributions

✔ IRS letters, plus space for questions for your preparer

Made by Osei-Agyapong LLC, a tax preparation business serving Dallas–Fort Worth and clients virtually across the U.S.

For organization only. Not tax advice.