Checklists 


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Checklists



Purpose: Tax checklists are used to address the issues, areas, or topics related to a specific tax form, used by preparers and reviewers to ensure compliance with IRS reporting and documentation rules, and assist practitioners with identifying any missed reporting issues, planning opportunities and potential exam or audit risks on a tax return.

The checklists below are provided in both Word and fillable PDF format.

Note that some of our checklists were recently updated due to an error in the fillable form fields. Please ensure that you have the most recent versions downloaded.


 Name  IRS Form Download
ACA Individual Mandate: Supplement to Individual Income Tax Return Form 1040
PDF Icon 
C Corporation Income Tax Return Checklist (Long)  Form 1120
 PDF Icon   MS Document
 PDF  | Word
C Corporation Income Tax Return Checklist (Mini) Form 1120
  PDF Icon   MS Document
 PDF  | Word
C Corporation Income Tax Return Checklist (Short) Form 1120
PDF Icon   MS Document
 PDF  | Word
Employee Benefit Plan Checklist  Form 5500
PDF Icon    MS Document
PDF | Word
Estate and Trust Income Tax Return Checklist (Long) Form 1041
PDF Icon    MS Document
PDF | Word
Estate and Trust Income Tax Return Checklist (Mini) Form 1041
  PDF Icon   MS Document
 PDF  | Word
Estate and Trust Income Tax Return Checklist (Short) Form 1041
 PDF Icon   MS Document
 PDF  | Word
Individual Income Tax Return Checklist (Long)  Form 1040
 PDF Icon   MS Document
 PDF  | Word
Individual Income Tax Return Checklist (Mini) Form 1040
 PDF Icon   MS Document
 PDF  | Word
Individual Income Tax Return Checklist (Short)  Form 1040   PDF Icon MS Document
Limited Liability Entity Addendum Form 1065  PDF Icon MS Document
Partnership Income Tax Return Checklist (Long)  Form 1065   PDF Icon MS Document
Partnership Income Tax Return Checklist (Mini) Form 1065  PDF Icon MS Document
Partnership Income Tax Return Checklist (Short) Form 1065  PDF Icon MS Document
Passive Activity Checklist Form 1065  PDF Icon MS Document
Return of Private Foundation Checklist Form 990PF   PDF Icon MS Document
Exempt Organization Income Tax Checklist Form 990   PDF Icon MS Document
 PDF | Word
Exempt Organization Business Income Tax Checklist Form 990T 

PDF IconMS Document
PDF | Word

Organization Exempt from Income Tax Checklist   Form 990EZ   PDF Icon MS Document
 PDF | Word
S Corporation Income Tax Return Checklist (Long)  Form 1120S  PDF Icon MS Document
 PDF | Word
S Corporation Income Tax Return Checklist (Mini)  Form 1120S  PDF Icon MS Document
S Corporation Income Tax Return Checklist (Short) Form 1120S  PDF Icon MS Document
U.S. Estate (and GST) Tax Return Checklist Form 706   PDF Icon MS Document
U.S. Gift Tax Return Checklist Form 709  PDF Icon MS Document



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