Tax Documents Checklist Template
Use This TemplateOrganize tax filing activities by implementing this tax documents checklist template into your process.
This tax documents checklist template is designed to help individuals and tax professionals gather all essential paperwork, including W-2 forms, 1099 forms, records of income sources, receipts for deductible expenses, brokerage statements, records of investment purchases and more. The template’s design is minimalistic and easy on the eyes. There is a space for your logo, a bottom line to change into any color you want and a checklist layout that you can personalize in minutes.
- 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
Customize this checklist template to prepare your tax documents, or select another from the long list of checklist templates.
Edit this template with our printable documents maker!
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
Related tags
More like this
