Tax Document Checklist – Free

Hi folks – it’s tax time again. Boo, hiss!

We know it’s not fun but we wanted to share a few free resources to help you find and get all the documents you (or your tax preparer) need to complete your taxes for the year.

  1. H&R Block has a good online list of tax documents needed here.
  2. Here is the IRS list for documents needed for most people.
  3. Interactive, spreadsheet-based tax preparation from Smartsheet here (pro tip: You can trial Smartsheet free to do your taxes)
  4. Use Besu’s free Gsheets tax document checklist here. Just make a copy to your own Google Drive account and use either the simple or detailed checklist.

We hope these free tax document checklists help with your tax preparation. Good luck and wishing everyone lower taxes this year.

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