Filing taxes doesn’t have to be stressful! With a little preparation and guidance, gathering your documents can be a much smoother process. having a clear plan helps you ensure nothing gets overlooked.
To make things easier, we created this Checklist, of key items to consider as you prepare in four sections:
1. Documents for Your Sources of Income
2. Documents for Tax Deductions
3. Documents for Tax Credits
4. Other Important Considerations
By keeping this checklist handy, you’ll be well-prepared to tackle tax season. With everything organized, filing your return can be a much more straightforward and stress-free experience.