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 efile.com. 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.
efile.com 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.
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
Print this checklist and be prepared for your efile.com tax return.