Tax Document Checklist Template (Printable PDF & GoodNotes)
Two pages for tax season. The checklist lists twelve common documents, from wage statements, 1099s and interest to mortgage interest, charitable and medical receipts, childcare costs and last year's return. The deductible expenses log records each expense with its date, category, amount and whether you have the receipt.
- Printable US Letter8.5 × 11 in, white paper
- Printable A4210 × 297 mm, white paper
- iPad / GoodNotesAlso Notability and Noteshelf
- E-ink tabletreMarkable, Kindle Scribe, Boox
Free PDF, 2 pages, undated. No sign-up needed.
Shown for iPad in the Classic Navy theme. Printable downloads use white paper; the e-ink version is black and white.
2 pages, ready to fill in.
- Page 1, Tax Documents Checklist: A checklist: wage statements, freelance / 1099 forms, interest and dividends, mortgage interest, charitable receipts, medical receipts, childcare costs, student loan interest, retirement contributions, business income records, business expense receipts and last year's return
- Page 2, Deductible Expenses: A table with columns for date, expense, category, amount and receipt
- Undated, so you can print or duplicate it as often as you need
Who it's for
Households filing their own returns, freelancers and side hustlers with business expenses, landlords, and anyone who hands paperwork to an accountant and wants it complete the first time.
Getting the most from a tax document checklist.
Cross out what doesn't apply
The checklist is general. Strike through anything that isn't relevant to you and add anything specific, like rental income or foreign accounts.
Start a folder in January
Put the checklist at the front of a folder or digital notebook and drop each document in as it arrives. Tick it off when it's in.
Log deductible expenses through the year
Writing expenses as they happen is far easier than searching statements in April. Mark the receipt column when you've filed the receipt.
Use consistent categories
Match your categories to how you'll file, such as office supplies, mileage, phone, training. Your accountant will thank you.
Check official guidance
What counts as deductible depends on where you live and your situation. Use the checklist to gather things, then check with your tax authority or a professional.
Included in 1 planner
This template is a page in this planner. Open it to see everything else that comes with it.
Get it inside a full hyperlinked planner
The tax organizer includes this page alongside dated month and week pages for your year, with side tabs and links between every page. Pick your device and theme, preview it free, and pay only when it's right.
- Dated pages for the whole year
- Tap a tab or a date to jump there
- GoodNotes, Notability, Samsung Notes, e-ink and print sizes
Opens the tax organizer with the Tax Organizer section switched on.
Or read about the tax organizer first.
About this tax document checklist template
Need help importing it? See devices and apps or the FAQ.
What documents do I need to file taxes?
Common ones include wage statements, freelance income forms, interest and dividend statements, mortgage interest, charitable and medical receipts, childcare costs, student loan interest, retirement contributions, business records and last year's return. Your own list depends on your situation.
Is the checklist US-specific?
Some items, like 1099 forms, are US terms, but most apply anywhere. Cross out what doesn't apply and add your own country's documents.
Can freelancers use the expense log?
Yes. It's designed for tracking deductible business expenses through the year, with a receipt column so nothing is missing at filing time.
Is this tax advice?
No. It's a general organiser. Check your tax authority's guidance or ask a tax professional about your situation.
