Preview — your downloaded file is fully editable.
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Annual Tax Prep Checklist
Year-end checklist of documents for your CPA.
💰 Free — sells for $3–7 on Etsy
- ✓Comprehensive list
- ✓Personal + business
- ✓Printable
About this template
A pre-filled checklist of every document your CPA typically asks for at tax time.
How to use it
- Click the "Make a copy" button above (or download the file).
- Google will open the template in your account. Click File → Make a copy if it doesn't prompt automatically.
- Replace the placeholder text with your own. The layout, fonts, and formulas stay put.
- Export to PDF when you're ready to send or print.
License: Free for personal and commercial use. No attribution required. Do not resell the template itself.
