Individual tax organizer
A printable checklist for most individual filers. Work through it, tick what you have, then send what is ready.
Organizer · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
How to use this organizer
Tick each item you have. Anything you cannot find is fine. Note it and tell your preparer. Do not guess.
About you
- Prior-year return, every page
- A note of any change in name, address or marital status since last year
- A note of any change in who lives in your household
Income
- Every W-2
- Every 1099 you received
- Statements for retirement or pension payments
- Records of any other income that came with no form
Money out
- Mortgage interest statement and property tax records, if you own a home
- Tuition statements and payment records, if anyone studied
- Records of charitable gifts that your preparer asked about
- Health coverage forms, if you received any
Letters
- Any letter from a tax agency, scanned and sent separately to your preparer
When you are ready
Upload through your secure portal. See the guide on scanning and uploading before you start.