Tax Return Checklist for Individuals and Unincorporated Business Owners

The deadline to file our tax returns is quickly approaching, resulting in slight feelings of panic for some individuals and small business owners.  As someone who provides tax services for a living, I have found that (like with many things) the stress is far more manageable when you know exactly what you have to do (rather than a vague idea that documents need to be located and forms need to be filled in).  One of the best ways to mitigate this stress is to prepare a checklist (there are comprehensive studies on the benefits of checklists across all industries particularly with respect to reducing errors which in the medical field can literally save lives)

The checklist below has some of the more common income, deductions and credits that the majority of taxpayers are likely to have:

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