SEVENX CHECKLISTS
Let’s get your records together.
Choose the checklist that fits your situation. Start with what you have, skip what does not apply and ask us about anything unfamiliar.
Individuals & families · Business tax · Planning & business advice · Living abroad
Download a fillable PDF or read online · No account or email required
Individuals & families
Individual Tax Preparation Checklist
Gather what you have, skip what does not apply and note anything you are unsure about. You do not need everything ready before we talk.
Business tax preparation
Have an LLC and are unsure how it is taxed? Start with the LLC checklist, and we will help you choose the next one.
Sole Proprietor Tax Preparation Checklist
Working for yourself comes with plenty to keep track of. Start with your income and expenses, and we will help you work through the rest.
LLC Classification & Preparation Checklist
Not sure which tax checklist fits your LLC? Start with your previous return and any IRS election letters. We will help you find the right path.
S Corporation Tax Preparation Checklist
Bring your company records, payroll and owner payments together one section at a time. If a report is unfamiliar or missing, let us know.
Partnership Tax Preparation Checklist
Gather the business records and information about your partners. We will help you identify what is missing and coordinate the next steps.
C Corporation Tax Preparation Checklist
Start with your company records and previous return. You can ask your bookkeeper for help with the detailed reports, and ask us what else is needed.
Tax planning & business advice
Tax Planning Checklist for Individuals and Families
A bigger bonus, a business change or a major life decision can raise new tax questions. Bring what you know so far, and we will help you think through the next steps.
Business Advisory Preparation Checklist
Start with the business question you want to answer. Bring the records you have, even if they are incomplete, and we will identify what else would help.
Living abroad
U.S. Taxpayer Abroad Preparation Checklist
Living abroad can add extra records to tax time. Start with your recent returns, income and travel dates, and we will work through the overseas details with you.
MAKE IT USEFUL
A little preparation can help.
- Choose a checklist and save the PDF to your device.
- Tick the records you have, skip anything that does not apply and add your questions.
- Save your changes in your PDF reader, or print the checklist and write by hand.
- Get in touch whenever you are ready, even if you are still gathering records.
Keep your records secure.
The PDF stays with you unless you choose to share it. It does not upload documents or send your notes to SevenX.
Leave out ID numbers, PINs, passwords and bank details. We will explain how to share sensitive records securely.
These are general preparation guides. We will confirm which records are needed for your circumstances. Tax preparation has no income minimum.
Not sure which checklist you need?
Tell us a little about your situation. We will help you choose where to start.