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Tax Preparation Checklist

A comprehensive guide to organizing, preparing, and filing your annual tax return accurately and on time.

What
A systematic approach to tax preparation including document collection, deduction review, software preparation, and filing procedures for accurate tax returns.
Why
Proper tax preparation ensures compliance with tax laws, maximizes deductions and credits, minimizes tax liability, and avoids penalties and interest charges.
When
Begin tax preparation in January when tax documents arrive. File by April 15th deadline. Start organizing throughout the year for easier preparation.

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Document Collection & Organization

Income & Deduction Review

Tax Software & Filing Preparation

Filing & Follow-up Actions