Build Your GAD Tax Preparation Checklist

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Individual Tax Checklist

Tax year 1969 · 7 preparation items

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0 of 7 items marked ready

Protect sensitive information

Do not send Social Security numbers, bank details, passwords, government identification, or complete tax documents through public forms or ordinary email. Use the authenticated secure client area when GAD requests uploads.

Basic information

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Current contact and address informationPrepare your current legal name, mailing address, email, phone number, and any address changes during the tax year.Prior-year tax returnPrior filings help identify carryovers, entity details, prior elections, and information that may need to remain consistent. Use secure upload only when requestedTax notices and deadline lettersCollect notices received from federal, state, or local agencies and note response deadlines. Use secure upload only when requested

Income

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All income statements and summariesCollect W-2s, 1099s, platform summaries, interest statements, and other income records that apply. Use secure upload only when requested

Payments and credits

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Estimated payments and extension paymentsConfirm whether any federal or state estimated or extension payments were made. Use secure upload only when requested

Appointment preparation

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Written list of questionsWrite down the questions, deadlines, notices, uncertainties, and decisions you want to discuss during the consultation.Use the secure client area for requested documentsDo not upload or send sensitive documents until GAD provides an authenticated secure method. Use secure upload only when requested

Bring the checklist to your consultation

A GAD representative can review what is ready, identify missing information, explain the next preparation step, and determine whether bookkeeping cleanup is needed first.

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This checklist is general educational information and may not include every item required for your situation. It does not replace individualized tax, legal, financial, or professional advice and does not guarantee filing eligibility or a particular tax outcome.