Organizers
Printable checklists for your situation. Tick what you have, note what you do not, then send it through your secure portal.
Individual tax organizerA printable checklist for most individual filers. Work through it, tick what you have, then send what is ready.2 minSelf-employed and freelancer organizerFor freelancers and gig workers: what to collect so income and expenses are complete and easy to review.2 minNew homeowner organizerBought or refinanced a home this year? This checklist covers the closing and mortgage paperwork your preparer will ask for.2 minStudent and family organizerFor students, parents and families with dependents: records that show who lived where, who paid, and which school.2 minRetiree organizerFor retirees: the statements and distribution forms that most often decide whether a return can move forward.2 min
Reviewed by Meridian Review Team. General education, not tax or legal advice.