Checklist for 2025 US Tax Season
Important Dates
- April 15, 2026: Deadline for filing 2025 tax returns
- January 31, 2026: Deadline for employers to send W-2 forms
- March 15, 2026: Deadline for S-corporations and partnerships to file returns
- October 15, 2026: Extended filing deadline (if extension requested by April 15)
Coverage and resources
Open the authority pages that support this workflow.
Client Document Request Template for Bookkeeping Firms
A reusable client document request template for bookkeepers and accounting firms who need statements, receipts, and exception support without a vague back-and-forth.
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Uncategorized Transaction Follow-Up Template
A clean follow-up template for asking clients about uncategorized transactions, owner activity, unusual transfers, and missing memo detail without wasting reviewer time.
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Template library
Browse copyable SOPs, client messages, and bookkeeping checklists.
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Required Documents
- Personal information (SSN/ITIN for you, spouse, and dependents)
- W-2 forms from all employers
- 1099 forms (freelance work, dividends, interest, etc.)
- 1098 forms (mortgage interest, student loan interest)
- Property tax records
- Charitable donation receipts
- Medical expense records (if they exceed 7.5% of your income)
- Previous year's tax return
Deductions and Credits to Consider
- Standard deduction vs. itemized deductions
- Child Tax Credit and Dependent Care Credit
- Education credits (American Opportunity, Lifetime Learning)
- Retirement savings contributions credit
- Home office deduction (if self-employed)
- Electric vehicle tax credit
- Energy-efficient home improvement credits
Special Considerations for 2025
Note: Tax laws may have changed since this document was created. Verify current tax laws and provisions for the 2025 tax year.
Filing Options
- IRS Free File (if your income is below threshold)
- Commercial tax software (TurboTax, H&R Block, etc.)
- Professional tax preparer or CPA
- IRS Direct File system (check availability)
After Filing
- Keep copies of your tax return and supporting documents for at least 3 years
- If you received a refund, consider adjusting your withholding for next year
- If you owed taxes, consider making estimated tax payments for next year
- Begin organizing documents for next tax season
Resources
- IRS website: www.irs.gov
- IRS Tax Assistance Centers (for in-person help)
- Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs
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