Online Mind Mapping and Brainstorming

Create your own awesome maps

Online Mind Mapping and Brainstorming

Even on the go

with our free apps for iPhone, iPad and Android

Get Started

Already have an account? Log In

Tax Preparation Checklist by Mind Map: Tax Preparation Checklist
5.0 stars - 1 reviews range from 0 to 5

Tax Preparation Checklist

With the new year comes a new tax season. As you begin to prepare for your income taxes, it helps to have a checklist. Personally, I use a mind map because it allows me to take notes and capture more information than a checklist. This mind map can serve as a basic template, which you can customize to fit your needs. I hope you find it useful for organizing your information and preparing your tax return.

Personal Data

Social Security Numbers

Business IEN

Miscellaneous Tax Documents

Retirement plan contributions

Records to document medical expenses

Records to document casualty or theft losses

Records for any other expenditures that may be deductible

Others

Income

Employed

Self-Employed

Investments

Other income

Expenses

Personal

Self-Employed

Other expenses

Other notes

Accountant

To do