Check Yourself Before You Tax Yourself
Essential Checklists for Individuals and Businesses
Tax season can feel overwhelming, whether you’re an individual taxpayer, an S-Corporation shareholder, or a Texas-based business preparing to file your annual reports. Gathering the right documents, tracking deadlines, and making sure nothing is overlooked is critical for accurate filings—and avoiding unnecessary penalties or delays.
To make this process as smooth as possible, we’ve created three comprehensive checklists to help you organize everything you need before submitting your taxes. Simply click the name of the checklist you want to view and download to use at your convenience:
Individual 1040 Checklist: Covers all the income documents, deductions, credits, and personal information you’ll need for your federal tax return; deadline April 15.
S-Corporation 1120S Checklist: Helps S-Corp owners gather all financial statements, shareholder info, payroll records, and other key documents for accurate corporate filings; deadline March 15.
Texas Business Filing Checklist: Guides Texas-based entities through the Franchise Tax Report and Public Information Report, deadline May 15, ensuring compliance and avoiding late penalties.
By using these checklists, you can streamline your tax prep, reduce stress, and give your tax pro everything they need to file correctly the first time. Even if your situation is complex, having a clear roadmap of required documents ensures nothing falls through the cracks.
Whether you’re filing a personal return, managing an S-Corp, or keeping your Texas business in good standing, these checklists are a step-by-step guide to a smoother tax season.
