Comments on: Tax Preparation Checklist

By: Amy Spairana

Amy Spairana — Thu, 01 Jan 1970 00:00:00 +0000

I use H&R block online. So easy and the check lists they ask you in the beginning help to ensure all your bases are covered, even for a small home business owner like me.

By: Lauren Deckert

Lauren Deckert — Thu, 01 Jan 1970 00:00:00 +0000

Do my own!

By: Philip Taylor

Philip Taylor — Thu, 01 Jan 1970 00:00:00 +0000

@Hunter – Wow. That sounds like Mrs PT and I. Except she’s not even sitting there with me.

I definitely use the find it when you need it method too. Still checklists are good for assurance that the software or CPA didn’t miss anything.

By: Hunter

Hunter — Thu, 01 Jan 1970 00:00:00 +0000

Thanks, this is a useful resource.

It’s funny how perceptions can lead to tax-time-torture. My wife and I file jointly. We both sit in front of the computer and prepare our return together. It’s my job to collate all the infrmation, so that when we are putting it together, it’s all at our finger tips.

My understanding of having the information, is being able to find it in under a minute. Like fnding the site, or the statement. Her understanding is that all the information is sitting in a neat binder directly in front of us. She thinks we are totally disorganised, I think we are totally on top of it.

I love taxes. Ha!

By: Jenna

Jenna — Thu, 01 Jan 1970 00:00:00 +0000

Thanks for the check list! Great list to have.

By: Philip Taylor

Philip Taylor — Thu, 01 Jan 1970 00:00:00 +0000

Thanks! Indeed it is. I still have to file myself.

By: Jon | Free Money Wisdom

Jon | Free Money Wisdom — Thu, 01 Jan 1970 00:00:00 +0000

Sweet list Philip! Time to file baby…

By: Mrs. PT

Mrs. PT — Thu, 01 Jan 1970 00:00:00 +0000

Mrs PT’s Tax Preparation Checklist:

*CPA for a husband — check
*CPA for a father-in-law — check
*job that delivers payment in hugs and drool, but taxed in dirty diaper — check, check!!

By: Jason @ One Money Design

Jason @ One Money Design — Thu, 01 Jan 1970 00:00:00 +0000

PT, thanks for linking over! Good checklist to get ready for filing taxes.

By: Cheapskate Sandy

Cheapskate Sandy — Thu, 01 Jan 1970 00:00:00 +0000

I’ve been doing my taxes myself since I was 15, and I’m not than two that in age now, so no one gets my business but me. Thanks for the checklist! I wish my employer would send out the W-2 sooner than later because I am all ready to go!