Document checklist

Everything to bring, checked off.

Tap each item as you find it. Your progress saves on this device, so you can come back as forms arrive in the mail. Then upload it all to your secure portal, or bring it in.

A general list. Not everything applies to everyone. Katie and Grayce will tell you if your situation needs anything else.

About you and your family

Income

Deductions and credits

Business owners and self-employed

While we have time, let us do good.

All checked off? Let's file.