Client Resources

Tax Preparation Checklists

Gather these documents before tax season to keep things smooth and avoid delays. One checklist for individuals, one for small businesses.

Individual Tax Prep Checklist

  • W-2s from all employers
  • 1099s (freelance, interest, dividends, retirement, investments)
  • Mortgage interest statement (1098)
  • Property tax records
  • Charitable donation receipts
  • Medical expense records
  • Student loan interest (1098-E) and tuition (1098-T)
  • Childcare provider info (name, EIN, amount paid)
  • Records of any crypto transactions
  • Prior year tax return
  • Any IRS or state correspondence received during the year
  • Records of major life events: marriage, divorce, new baby, home purchase, death in the family

Small Business Tax Prep Checklist

  • Year end Profit & Loss and Balance Sheet from QuickBooks Online
  • Bank and credit card statements (for reconciliation verification)
  • Records of asset purchases (equipment, vehicles, property)
  • Vehicle mileage log (if applicable)
  • Home office measurements (if applicable)
  • Payroll reports (W-2s, W-3, 940, 941s)
  • 1099s issued to contractors
  • Loan statements
  • Prior year business return
  • Entity documents (EIN letter, operating agreement)
  • Records of any estimated tax payments made during the year

Ready to Hand Off Tax Prep?

Once you have your documents together, JEM CPA takes it from there. Book a free consultation to get started.

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