Routine guide
Tax Season Preparation
A once a year routine to get your paperwork in order before you file your return.
Tax season is much calmer when you prepare early. This checklist walks you through collecting income documents, gathering deductible expenses and organising bank statements so you or your accountant can file without a scramble.
Step by step checklist
- 1
Collect income documents
Gather all documents that show your income for the year such as payslips, employer summaries and statements for any freelance or rental income. Keep them together in a single digital folder or envelope.
- 2
Gather deductible expenses
Collect receipts and records for expenses you can claim such as work related costs, allowable home office expenses or professional fees. If you track these in a spreadsheet or app, export a summary for the year.
- 3
Download bank and card statements
Download statements for your main bank accounts and credit cards that relate to your tax position. Having them locally makes it easier to answer questions or double check amounts later.
- 4
Save receipts and evidence
Scan or photograph any paper receipts that are fading or easy to misplace. Store them alongside your other tax documents with clear file names so you can find them quickly if needed.
- 5
Prepare questions for your accountant
If you work with an accountant, note down any changes this year such as new income sources, benefits or big purchases. Add questions you want to ask so your meeting or handover is clear and focused.
- 6
Set a filing date before the deadline
Choose a filing date a few weeks before the actual deadline and add it to your calendar. Treat this as your personal deadline so there is margin for unexpected delays.
Tips to make this routine easier
- Create a folder called Tax for the current year and drop documents into it as they arrive.
- Label files with clear names such as employer income or laptop receipt so they are easy to search.
- If you are self employed, set a monthly reminder to record expenses so year end is lighter.
- Check official guidance or a professional for rules on what you can and cannot claim.
Prepare for tax season with RoutineHQ
RoutineHQ lets you turn tax season into a simple once a year checklist. Save these steps, add links to your online accounts and tick each item off as you gather documents. Next year you simply reopen the routine and follow the same path.
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Frequently asked questions
How early should I start preparing for tax season?
A good rule of thumb is to start a couple of months before the deadline so you have time to gather documents and ask questions. If your situation is more complex, start even earlier.
Does this checklist replace professional tax advice?
No. This routine helps you organise documents and questions. For specific tax decisions or complex situations you should follow official guidance or speak to a qualified adviser.
Can I use this if I file my own return?
Yes. The steps are designed to help whether you file yourself or work with an accountant. They keep the paperwork side simple so you can focus on the actual return.