Wealth Management
CPA Individual Tax Return Checklist 2018
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CPA Individual Tax Return Checklist 2018

1
Gather all tax-related documents and information
2
Identification and Application of tax forms needed
3
Filling the taxpayer's demographic information
4
Report taxpayer's income
5
Calculate Adjustments to Income
6
Deduct applicable standard or itemized deductions
7
Calculate the taxable income
8
Calculate total tax owed or refund due
9
Filling out the taxpayers credit information
10
Verify payment of estimated taxes and apply for extensions if needed
11
Approval: Review the filled return Form
12
Submit e-filing or paper filing
13
Send the taxpayer a copy of the final return