Free download · PDF

Bring last year’s return. We’ll take it from there.

The documents to gather before your return, in the order we ask for them. Tick them off as they arrive.

Download the checklist
  • Income, deductions, business, prior year
  • Prints on one page
A fountain pen signing a printed return

Individual returns due

Until April 15

Checklist

Tax-season document checklist

Tick what you have. We’ll ask for the rest.

A couple planning their finances at home with a laptop
Income
Deductions
Business
Prior year
Download the checklist PDF
Tax-season checklist

Where should we send the checklist?

Enter your name and email and the checklist downloads straight away.

Download the checklist (PDF)

We use your email for this checklist and for deadline reminders you can stop at any time.