Prep Your Tax Documents

Written By Jen Lightwood
PrepTax.jpg

There is no question that taxes feels onerous.

The tax laws are constantly changing and can feel quite impossible to navigate.

Even if you don’t prepare your own taxes, the burden of gathering your documents takes some time.

To help make that time for efficient, I have compiled a checklist for you.

Preparing Your Tax Documents

1. Start with personal information and income. The first page of the checklist is dedicated to your general personal information and all documents related to your income, including expenses to report net income (gross income less expenses).

2. Wrap up with deductions and credits. The second page of the checklist is dedicated to your deductions and credits that reduce your tax liability.

An Invitation

Prepare your tax documents to wrap up 2020.

Join the Community Discussion

Share your experience and any other useful tips and additional guidelines.

Jen Lightwood
Previous

Clean Up Clutter
Next

Organize Your Financial Docs