Tax Preparation Organizer

Preparation records grouped into prior returns, income records, business books, and questions or notices.

A practical checklist you can print.

Use this organizer before speaking with a preparer. Check off what you have identified, then print or save a PDF using your browser. Checkmarks stay only on this page and reset when it is reloaded; this tool does not upload records or submit an inquiry.

0 of 8 items checked

Identify the return years to discuss.List prior returns available and any missing years.List expected income documents by payer or source.Identify completed and incomplete bookkeeping periods.Group notices by agency and tax period.List changes in residence, work locations or business activity.Write down the questions you want the preparer to address.Confirm scope, fees and secure document-transfer arrangements.

Separate preparation from document transfer

The checklist asks you to identify records, not disclose their contents. Use ASI’s agreed secure-transfer instructions for returns and sensitive documents. The initial inquiry needs contact details and optional context.

When a record is missing

Note what is missing and the year involved. Explain whether you are waiting for a document, need to reconcile books, or need to obtain prior records. That lets the team discuss what work is needed before promising a filing timeline.

Questions to ask before engaging a preparer

Ask who will prepare the return, which services are included, how fees are determined, and how questions are handled. The IRS guide to choosing a tax professional explains different preparer types and provides further resources.

Use and attribution

This original ASI organizer may be shared by linking to this page. The checklist is general preparation support and does not determine eligibility, filing obligations or tax treatment. Published September 30, 2026 by Accounting Services.

Schedule a consultation

What happens next

Tell ASI what you need help with and which years are involved. The team will confirm the services, fees and records needed for your engagement.