Free Tool
Your Personalized Tax Document Checklist
Answer 3 quick questions and download a branded, printable PDF of every document you need to bring to your tax appointment.
Step 1 — Filing status
Step 2 — Income sources
Step 3 — Deductions & credits
Your Checklist
5 itemsPersonal Information
- Valid government-issued photo ID for taxpayer
- Social Security card (or ITIN letter) for taxpayer
- Voided check or bank info for direct deposit
- Last year's tax return (if available)
Income Documents
- All W-2 forms from every employer
Optional
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