Tax Preparation Checklist

Tax Preparation Checklist — Form Fields

This finance template includes 8 fields. Collect the documents and information needed to prepare a client's tax return. Used by tax preparers, CPAs, and accounting firms during tax season. Free to customize and use on ZenBuild.

• Taxpayer Full Name (text, required)
• Tax Year (text, required)
• Filing Status (multiple choice, required) — options: Single, Married Filing Jointly, Married Filing Separately, Head of Household
• Income Documents Available (checkboxes, required) — options: W-2 (Wage & Salary), 1099-NEC (Self-Employment), 1099-INT (Interest Income), 1099-DIV (Dividends), 1099-B (Brokerage Sales), SSA-1099 (Social Security)
• Deduction Documents Available (checkboxes, optional) — options: Mortgage Interest Statement (1098), Charitable Donation Receipts, Medical Expense Records, Student Loan Interest (1098-E), Business Expense Records
• Preferred Filing Method (dropdown selection, required) — options: E-File (Electronic), Paper Filing
• Special Circumstances or Questions (long text, optional)
• Upload Tax Documents (file upload, optional)