Free download · English & Español

Walk in ready. Walk out filed.

Missing one form can mean a second trip or a slower refund. Our free checklist lists the documents most people need for their tax appointment.

  • 2-page PDF you can fill in on your phone or print
  • Sections for families, gig and self-employed workers, small businesses and homeowners
  • English and Spanish versions
Page one of the Prime Time Tax season document checklist

Where should we send it?

You can download the checklist straight away, whether or not you tick the box. We also email you a copy. See our Privacy Policy.

For general organization only. Not tax, legal or financial advice. Prepared by Prime Time Tax US, 11734 Ferguson Road, Dallas, TX. Hablamos español.

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