The official website of Tax Corner, a division of E.G. Enriquez & Co. Inc. Tax Corner is a tax service consultancy firm in Bergenfield.

Tax Form Checklist

Before you prepare your tax return you should have a tax preparation checklist to help you get organized. Along with this, your tax preparation checklist should also get you in the right frame of mind. Once you are organized and ready to move forward, you will find that everything begins to fall into place.

What is the overall goal of a tax preparation checklist? Simply put, it will help you get everything together before you begin to file your tax return or show up for your appointment with a tax professional. As you move down the checklist, you will find items you may have missed as well as things that were accounted for in the past.

Listed below are some of the details that should be included on your tax preparation checklist.
Tax Preparation for Personal Information

The IRS needs to know who is filing the tax return, as well as how many people are covered on it. To make this easy, they require:

 

Tax Preparation for Income Information

The following documents will help you prepare all the income information that you need to file a federal tax return:

 

Tax Preparation for Income Adjustments

The following adjustments can help reduce how much you owe in taxes, and in turn, increase your chance of receiving a tax refund:

 

There are many tax credits and tax deductions for various expenses, which are designed to help lower the amount of tax that an individual has to pay:

 

Are you interested in having your tax refund directly deposited into your bank account? If so, you will need to provide two things:

 

This tax forms / preparation checklist should help you get organized before filing your next income tax return.