Tax Return Preparation and Tax Deduction Checklist

Please use this tax return preparation, tax credit, and tax deduction to-do checklist to plan and prepare for your online tax return on This checklist will assist you in gathering all the important tax records and tax documents you need to prepare and efile your Federal and State Tax Returns faster and more accurately.

Keep in mind that you are responsible to support and backup your online tax return with the relevant tax records or documents. Furthermore, in case of a future Federal or State Tax Audit, you will be better prepared.

For more detailed tax planning tips and information, please visit the eFile Tax Return Planning Page.

We also recommend checking out our list of stupid and smart things taxpayers do when completing tax returns. Tax Return Preparation Checklist

Please print the tax to-do List below, look it over, and check off those items you have handy for your tax return.

General Taxable Income

Retirement Income

Business Income

Tax Credits

Expenses and Tax Deductions

Tax Estimate Payments

  • ___ Estimated Tax Payments Made with ES Vouchers
  • ___ Last Year's Tax Return Overpayment Applied to This Year
  • ___ Off Highway Fuel Taxes Paid

General Information

Print this checklist and be prepared for your tax return.