Worksheets

individual tax checklist

Using our tax prep checklist to help you reduce your tax-time stress. It ensures you have all the information and tax documents you need to file your taxes correctly.

Rental income tax checklist

If you have rental income, the checklist below will help you record all your income and expenses you might have.

Self-employed tax checklist

You are required to file an annual tax return and pay estimated tax quarterly if you had net earnings from self employment of $400 or more. The checklist helps you with collecting income & expenses.