• Get Tax Ready: Your Document Checklist

    Preparing for tax season? Use this checklist to gather your documents. Check off the items you have ready. Only select items that apply to your situation. Additional documents may be needed.

  • Personal and Family Documents

  • Select the documents you have ready:

  • Income Documents

  • Select the income documents you have ready:

  • Self-Employment Records

  • Select the self-employment records you have ready:

  • Other Documents That May Apply

  • Select any other documents you have ready:

  • Changes to Discuss With Your Preparer

  • Select any changes that apply to you:
  • How prepared do you feel?

  • Reminder: Keep your documents in a safe place. Contact J. Tax Solutions for secure submission instructions. Do not enter sensitive personal or financial information on this checklist.

    J. Tax Solutions | jtaxsolution.com | Text 281-258-3674

    Optional: Join the 2027 Tax Season Waitlist

  • Should be Empty: