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Tax Return Preparation and Tax Deduction Checklist

Need Tax Help?

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

How Do I Use the 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

Why Should I Keep My Tax Records or Documents? 

You will be better prepared to support your online tax return in case of a future federal or state tax audit

Where Can I Find More Information About Tax Planning?

Please visit our Tax Return Planning Page. We also recommend reviewing our list of stupid and smart things taxpayers do when completing tax returns.