Company Tax Documents Checklist Template

Use This Template

Get prepared for tax season with this comprehensive tax document checklist template.


Using this checklist template, you won’t miss any preparations for tax season. When compiling your files, it’ll help ensure you have all financial statements, expense records, W-2 forms, deductions, bank statements and tax compliance documents. Make this checklist match your other branded documents by customizing it with Visme’d design editor and your previously prepared brand kit. Change the list's content to suit your particular needs if necessary.


  • Change colors, fonts and more to fit your branding
  • Access free, built-in design assets or upload your own
  • Visualize data with customizable charts and widgets
  • Add animation, interactivity, audio, video and links
  • Download in PDF, JPG, PNG and HTML5 format
  • Create page-turners with Visme’s flipbook effect
  • Share online with a link or embed on your website


Use this template to prepare your tax documents or browse many other checklist templates in different styles.

Edit this template with our printable documents maker!

Company Tax Documents Checklist Template

Template Specifications

  • Dimensions

    8.5” X 11” (US Letter)

  • Customizable

    This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.

  • Formats

    For professional printing, download as PDF with bleed marks. For regular printing, download as image (JPG or PNG) or PDF without bleeds marks. For online use, your product sell sheet can also be shared via link or embedded to a site or blog.

Compatibility

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