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Income Tax Checklist to Stay on Track

Income Tax Checklist to Stay on Track

January 17, 2023

Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with that.

You can download and print the Year-End Checklist if you’d like to have a hard copy.

Keep in mind that allowable deductions and the rules for applying them can change from year to year, so it’s a good idea to check the Credits and Deductions page on the IRS website. We also recommend that you get advice from a tax expert on what qualifies for your particular situation. Finally, let us know if there is anything we can help with along the way.