Yes, absolutely we do! Our Tax Return Review Checklist will help you walk-through the Federal 1040 with popular supporting Schedules and Forms that are also available for upload through the OCR software.
We are oftentimes asked if we have a resource for our users that can help with reviewing the important aspects of a tax return. Well, we have just the thing!
This checklist offers some general comments for the tax return as a whole and dives deeper into the line-by-line details of the Form 1040, Schedules 1, 2, and 3, Schedules A, B, and D, and various Forms that might be included as part of a taxpayer's Federal return.
2022 Tax Return Review Checklist
2023 Tax Return Review Checklist
If you see an error or have a suggested addition for the return checklist, please feel free to send your comments over to us at info@holistiplan.com or by using the Help tab >> Request Feature option when logged into your account.