Tax-Prep Checklists
Not sure what to gather before you file? Pick your return type below and answer a few quick questions. Each checklist builds a personalized list of the documents you'll need - and the schedules your return will likely include. Free, private, and available in four languages.
Choose your return type
Individual — Form 1040
For people filing a personal return: jobs, self-employment, investments, deductions, dependents, and credits.
Build my checklist →Partnership / LLC — Form 1065
For multi-member LLCs and partnerships gathering books, K-1 details, and partner information.
Coming soonS-Corporation — Form 1120-S
For S-corps preparing shareholder, payroll, and basis information for the return.
Coming soonC-Corporation — Form 1120
For corporations assembling financials, book-tax differences, and supporting schedules.
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Tell us about your situation - in English, Español, 中文, or العربية - and we'll send you a tailored document request and a fixed-fee quote.
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