![]() You don’t want to make the mistake of filing the wrong information or not getting your full refund because of an error you made. If you are still unsure, then call in a professional. But take a few extra minutes to review your work. This is a frequent mistake people make once they file because they are just ready to be done. Once you have added in all the necessary information, make sure to double check your work. Want more tax help, read this article here. By sorting through all the documents ahead of time, this will streamline things for you as you file. Tax Documents Checklist (pdf) Download Sole Proprietors & Single Member LLC If you are self-employed, or have a single-member LLC, please use this form to list all business income and expenses. Then income information, followed by deductions, credits and payments. First you will need all your personal information. Once you have collected all your tax documents, I suggest putting them in the order that you will need them as you file. And I would also print off another one to keep in your new tax folder as well. I suggest keeping this checklist with your files. ![]() Once you looked at last year’s documents, use this free checklist to keep you on top of papers you may also need, as things change every year. I would also add notes about the documents you are using now directly onto the file folder, making it easy to grab things for next year! Use A Tax Documents Checklist This way you can drop any papers you have from this year into your file. Store this file folder in a place that is easy to get to. I also want you to grab a new file folder and label it “taxes 2021. That is your guiding place for all the documents you will need in order to start filing your taxes. Look at last year’s taxes and start from there. So start by collecting everything you will need. This causes you to get flustered quickly as you are filing your taxes. Most of my clients don’t know where half of their tax papers are but they start filing anyway. The very first thing you have to do before filing your taxes is to collect all your tax documents. How To File Your Taxes Like A Pro + Free Tax Documents Checklist Plus, I created a free tax documents checklist to help guide you through organizing your tax papers! I want you to change how you file your taxes so you can do so in an orderly manner. ![]() I want you to take a deep breath and stop this crazy hap-hazard cycle of hunting for papers as you file. But you could be leaving money on the table because you aren’t claiming all that you have spent. You get overwhelmed and file your taxes so they can just be done. You are unsure if you have all the tax documentation correct because you aren’t sure where everything is to begin with. You pulled up the tax documents you have to fill out and start to look for the papers and documents you need as you fill out the forms. It is that time of year…Tax season! And that means you have to look back over the past 12 months and collect all the papers you may (or may not) have forgotten about, in order to file your taxes. ![]()
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