The tax-season checklist.

Every document we ask for, on one page, sorted by who sends it. Download it and start your folder today.

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Filing season

Until 2026 individual returns are due

Start your folder now. Clients who upload by March 1 are filed weeks before the deadline.

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This deadline has passed. The next one is on our tax calendar.

DueApr 15, 2027

Tax season 2026

Tick what you have. We’ll ask for the rest, and your partner checks the list before your return is prepared.

Income

W-2s from each employer Jan 31
1099-NEC, 1099-INT and 1099-DIV formsEvery bank and brokerage that paid you Feb 15
K-1s from partnerships and S corporations Mar 15
Rental income and expensesOne summary per property

Deductions

Payments and last year

★★★★★

“The checklist alone saved me three back-and-forth emails. Then I hired them.”

Kevin Doyle

Owner, Doyle Hardware, Montclair

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