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Tax Return Checklist
Budget & Money
Free template
v1.0
1Return
Tax year
 
Filing deadline
 
Prepared by
 
2Documents
Income statements received
Expense receipts collected
Bank interest recorded
Donation receipts filed
Previous return reviewed
Missing items
 
3Sign-off
Completed by
 
Date completed
 
Signature
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FreeBudget & Money

Tax Return Checklist

Checklist of documents and figures needed before filing a tax return.

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Pages
1
Paper sizes
A4, US Letter
Layouts
8 options
Colour
Colour or black & white
Creator
FreePDFTemplates.com
Version
1.0
Format
Flattened PDF

Fields included

  • Tax year
  • Filing deadline
  • Prepared by
  • Income statements received
  • Expense receipts collected
  • Bank interest recorded
  • Donation receipts filed
  • Previous return reviewed
  • Missing items
  • Completed by
  • Date completed
  • Signature

Good for

Self-employed and individual filers.

Licence summary

Free to edit, download and use personally or in your business. You may not resell or republish this template as your own. Read full licence.

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