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Make Tax Day a Breeze With This Simple Checklist



Tax season is definitely not my favourite time of year. In fact, it’s probably up there with root canals and jury duty as one of the least fun things I can think of.

But it doesn’t have to be a total nightmare. If you have a plan and a checklist, it makes the process a breeze. That’s why we put together this simple list to make sure you don’t miss a thing on Tax Day.


Get Organized

The best way to make tax day a breeze is to get organized. Sit down and make a list of all the documents you’ll need, like your W-2s, 1099s, and receipts.

If you have a lot of paperwork, you might want to consider using a scanner to digitize everything. That way, you’ll have easy access to them when you’re ready to file your return.

And don’t forget to set aside some time to actually do your taxes. The earlier you start, the less stress you’ll be under later on.

Know the Deadlines

While April is still quite some time away, it’s always practical to start thinking of possible deductions ahead of time instead of waiting until the last minute. While it sounds daunting, don’t worry, we’re here to help. Just follow this simple checklist to make sure you’re prepared.

The first step is to know the deadlines. The deadline for filing your return is April 17th, but if you want to file for an extension, that’s okay—just make sure you do it by October 15th.

The next step is to gather your paperwork. This includes your W-2s, 1099s, and any other documents related to your income or expenses. Once you have all of that together, it’s time to start filling out your return.

And last but not least, make sure you save your return for future reference. You may need it down the road if you’re audited or need to file an amended return.


Understand the Changes

It’s important to understand the changes that have been made to the tax code this year, especially if you’re expecting a refund. The new tax laws could mean bigger refunds or bigger bills, so it’s crucial to understand how they will affect you.

Use our handy checklist to make sure you’re taking advantage of every deduction and credit you’re eligible for. And if you’re not sure about something, you can schedule a free consultation with us or simply leverage our experience and have us help with your tax preparation needs in Spokane and across major cities in Washington state.

With a little bit of preparation, you can make tax day a breeze and get your refund in no time.

Get Help From a Professional

Don’t try to go it alone on Tax Day. You’re going to need all the help you can get, and that’s where a professional comes in.

An experienced tax preparer can maximize your return and help you avoid any costly mistakes. They know the ins and outs of the tax code, and they’ll be able to help you claim all the deductions you’re entitled to.

Tax Day can be stressful, but it doesn’t have to be. With the help of a qualified professional, you can make the process a breeze.

Review Your Return

Are you ready for tax day? It’s coming up fast! Make sure you’re prepared by going over your return with a fine-tooth comb.

Here are a few things to look for:

-Are you taking all of the deductions you’re entitled to?

-Are the numbers correct?

-Did you claim all of your income?

-Anything else that looks suspicious?

If you find any errors, now is the time to fix them. The earlier you catch them, the less stress you’ll have later on. And don’t forget to take a deep breath and relax—you’ve got this!


File Electronically

You can make tax day a breeze by filing electronically. The best part is that you can do it all from the comfort of your own home. Here’s how it works:

First, you need to gather all of your documents together. This includes W-2s, 1099s, receipts, and any other paperwork related to your income or deductions.

Then, you need to create an account with the IRS website. This is where you’ll file your return.

Once you have your account set up, you can begin filing your return. You’ll need to enter all of your information into the system, including your name, Social Security number, address, and so on.

Then, you’ll need to attach all of your supporting documents. This can be done by scanning them in or taking a picture with your phone.

Finally, submit your return and wait for the confirmation email. You’re done!

How Can Dreis Accounting Help?

Tax day can be a daunting experience, but with the help of this checklist, you’ll be able to breeze through it without a hitch!

First and foremost, gather all of your important documents together. This includes your W-2s, 1099s, receipts, and any other paperwork related to your taxes.

Next, take some time to estimate your taxable income. You can reach out to us for a consultation and get a combination of experience and affordable tax preparation in Spokane and major cities across the state of Washington. Plus, with our virtual accounting services, tax services in Spokane are now accessible to anyone