CHECKLIST: 46 Avoidable Tax-Filing Errors – If Clients Only Knew

Tax Season Checklists: Learn More

Here’s a handy checklist to share with clients.

By Ed Mendlowitz
Tax Season Checklists

Taxes are hard enough without making avoidable errors. Before clients file, they should double check to make sure they don’t make these errors. We often hand out this checklist to clients to avoid mistakes in advance.

  1. Not signing the return (if you file paper copies)
  2. Number transposition and spelling errors
  3. Unchecked or unanswered questions
  4. Entering incorrect or unpaid estimated tax payments
  5. Missing pages in a paper filed return