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🧾 Tax preparation template

Individual tax return (Form 1040) template

A tax document checklist for individual returns: W-2s, 1099s, mortgage and tuition forms, deductions and prior-year information to collect from each client before preparing Form 1040.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"2026 tax return"
Usually repeats
Every year

Ask the client for

  • W-2s from every employer

  • 1099 forms (interest, dividends, brokerage, freelance income)

    1099-INT, 1099-DIV, 1099-B, 1099-NEC or 1099-K, and any K-1s from partnerships or trusts.

  • Form 1098 for mortgage interest

  • Property tax bills paid

  • Receipts for charitable donations

  • Childcare costs and the provider's tax ID

  • Form 1095-A, if insured through the Marketplace

  • Estimated tax payments made during the year

    Dates and amounts for federal and state.

  • Last year's tax return

    Only for new clients.

Your steps

  • Prepare and review the return

  • Send for e-signature (Form 8879)

Tips

  • Repeat it yearly on January 15 so the list is waiting as forms start to arrive.
  • Use the notes to list last year's forms so the assistant can spot a missing 1099.

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job in one click, or set it to repeat every year for each client so nobody has to remember.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

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Let the assistant do the asking

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