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Tax Planning

What Documents Do I Need To Collect For Filing My 2023 Tax Return?

Updated 12/1/2023

Filing your taxes is never fun. Whether working with a tax professional or doing it on their own, clients may feel stress.

With your guidance, clients will be better equipped to navigate the process of gathering their documents for filing their taxes.

This checklist covers the key issues to consider when preparing to file one’s taxes, such as:

  • Documents and information to gather for your sources of income.
  • Documents and information to gather for potential tax deductions.
  • Documents and information to gather for potential tax credits.
  • Other important nuances to consider when preparing to file your taxes.

Click here for a client-facing email template.

Related Guides
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning

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