Tax preparation checklist templates
Tax document checklists for individual and business returns, quarterly estimates and IRS notices: the forms to request from each client and the steps to finish the work.
Free for accountants and tax preparers. Add one to your account, change anything, and start it for a client or set it to repeat.
Individual tax return (Form 1040)
The documents to collect for a personal tax return.
11 items ↻ every year
Small business tax return
Year-end information needed for a business return.
9 items ↻ every year
Quarterly estimated taxes
Collect year-to-date numbers and send estimated payment amounts.
4 items ↻ every quarter
IRS notice response
Gather what you need to answer a tax notice before its deadline.
6 items
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