To prepare your income tax return, go through the following checklist for the categories that apply to you. Having this information ready, will increase the efficiency, cost and accuracy of your taxes.
Steps to take in preparing for taxes:
- Download or print the checklist. Tax Preparation Checklist
- Place checklist in a file folder
- As you receive tax documents, place them in the folder and check off the list
- Line items on the checklist that do not apply
- Enter information and amounts that are not already available on the other documents, such as your bank routing number for direct deposit.