Personal Tax Return Checklist (for the Self-Employed)

A simple checklist for self-employed folks that details every document your tax professional will need to file your personal tax return.

Personal Tax Organizer

When you’re self-employed, filing your personal taxes can get very complicated.

This tax checklist details every piece of financial information, and every tax document, you’ll need to provide your tax professional with at tax time.

What’s included in the checklist

  • The general information you’ll need to provide (from Social Security Numbers to last year’s Adjusted Gross Income)
  • Every document and type of financial proof you’ll need to provide to your tax professional
  • Information on estimated tax payments
  • 18 questions to ask to ensure your tax professional is claiming every tax credit they can

What’s not included in this checklist

This checklist is intended to resource you so that your tax professional can file your taxes. This checklist won’t prepare you to file your own taxes, or provide a detailed list of tax deductions (though you can find that here).

Personal Tax Return Checklist (for the Self-Employed)

A simple checklist for self-employed folks that details every document your tax professional will need to file your personal tax return.

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