2025 Tax Folder Setup Checklist

The 2025 Tax Folder Setup Checklist is a guide used by individuals, tax professionals, or businesses to ensure all necessary documents, forms, and organizational materials are prepared and in place for the 2025 tax season. It typically includes:

• Personal Information: Updated contact info, Social Security numbers, and dependent details.
• Income Documents: W-2s, 1099s, investment income statements, etc.
• Expense Records: Receipts and summaries for deductions like medical expenses, charitable contributions, and business costs.
• Previous Year Returns: Copies of 2024 tax returns for reference.
• Organizational Tools: Labeled folders, digital file structure, or checklists to categorize documents.

This checklist helps streamline tax preparation, improve accuracy, and reduce the risk of missing critical documentation. Let me know if you'd like a customizable template or a version tailored for individuals, businesses, or tax preparers.