Tax Prep Document Checklist

Every form, statement and receipt your return needs — gathered before you file, not discovered in April.

Features

• 25 documents in three sections: personal & last year, income, deductions & credits
• For each document: who sends it (or where it lives) and when it usually arrives
• A received tick-box for every line, and a status column flagging what you are still waiting for
• A live progress counter at the top: received, total, and percent ready

How to use it

1. Skim the Checklist tab before January mail starts arriving, so you know what is coming
2. As each document arrives — paper or download — file it in one folder and type x in its box
3. Watch the status column: anything still flagged in February is a document to chase
4. When the counter reads 100%, you are ready to file or hand the folder to your preparer

Format: Excel (.xlsx — also opens in Google Sheets) + printable PDF

Tax Day and every other official money date are on the money events calendar — and the printable full-year version is the Money Events Calendar in this library.