NYC Professional Organizer Checklist for Tax Preparation

Whether you prepare your own taxes or work with an accountant, a simple checklist can help you to be sure that you have everything you need to make the tax preparation process more organized and efficient. Professional organizers in NYC suggest that your checklist include:

  • Social Security Number and business Tax ID Number
  • W-2s, 1099s, 1098s and related documents
  • Brokerage statements
  • Records of other taxes paid throughout the year
  • Documentation of interest paid on mortgage and student loans
  • Charitable donation receipts
  • Documentation of retirement account contributions
  • Childcare and education cost documentation
  • Receipts for medical costs
  • Other paperwork for tax-related income and expenses

Once your tax information has been collected and your return is being prepared, make sure that your filing system works for this year’s papers, with folders for all the necessary categories. Label the folders with wording that makes sense to whomever needs to access the information. The goal is to be able to find anything that has been filed in seconds.

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