Tax Document Checklist | AiPro Institute\u2122<\/title>\n <style>\n * {\n margin: 0;\n padding: 0;\n box-sizing: border-box;\n }\n \n body {\n font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;\n background: linear-gradient(135deg, #f5f3ff 0%, #e0f2fe 100%);\n min-height: 100vh;\n padding: 20px;\n position: relative;\n }\n \n .watermark {\n position: fixed;\n bottom: 20px;\n right: 20px;\n font-size: 60px;\n font-weight: 900;\n color: #8B5CF6;\n opacity: 0.1;\n pointer-events: none;\n z-index: 1;\n letter-spacing: 2px;\n line-height: 1;\n }\n \n .container {\n max-width: 900px;\n margin: 0 auto;\n background: white;\n padding: 50px;\n border-radius: 12px;\n box-shadow: 0 10px 40px rgba(0,0,0,0.1);\n position: relative;\n z-index: 2;\n }\n \n .header {\n text-align: center;\n margin-bottom: 40px;\n padding-bottom: 30px;\n border-bottom: 3px solid transparent;\n border-image: linear-gradient(90deg, #8B5CF6, #3B82F6) 1;\n }\n \n .brand {\n background: linear-gradient(135deg, 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<\/style>\n<\/head>\n<body>\n <div class=\"watermark\">AiPro Institute\u2122<\/div>\n \n <div class=\"container\">\n <div class=\"header\">\n <div class=\"brand\">AiPro Institute\u2122<\/div>\n <h1 class=\"doc-title\">Tax Document Checklist<\/h1>\n <p class=\"doc-subtitle\">Comprehensive Tax Preparation & Filing Documentation<\/p>\n <\/div>\n\n \n <div class=\"section\">\n <div class=\"info-box\">\n <div class=\"checklist-number\">Tax Year: <input type=\"text\" style=\"border:none; border-bottom:2px dashed #8B5CF6; width:100px; background:transparent; font-size:24px; font-weight:700;\" placeholder=\"2026\"><\/div>\n \n <div class=\"inline-fields\">\n <div class=\"field-group\">\n <label class=\"field-label\">Entity Name<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"AiPro Institute\u2122\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Tax ID \/ EIN<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"XX-XXXXXXX\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Filing Status<\/label>\n <select class=\"field-input\">\n <option>Corporation<\/option>\n <option>S-Corporation<\/option>\n <option>LLC<\/option>\n <option>Partnership<\/option>\n <option>Sole Proprietor<\/option>\n <option>Individual<\/option>\n <\/select>\n <\/div>\n <\/div>\n \n <div class=\"inline-fields\">\n <div class=\"field-group\">\n <label class=\"field-label\">Prepared By<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"Tax preparer name\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Tax Deadline<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"April 15, 2027\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Extension Filed<\/label>\n <select class=\"field-input\">\n <option>No<\/option>\n <option>Yes<\/option>\n <\/select>\n <\/div>\n <\/div>\n <\/div>\n \n <div class=\"highlight-box\">\n <div class=\"highlight-title\">Completion Progress<\/div>\n <div class=\"progress-bar\">\n <div class=\"progress-fill\" id=\"progressBar\">0% Complete<\/div>\n <\/div>\n <p class=\"info-text\" style=\"margin-top:10px; text-align:center;\">Track your document collection progress. Check off items as you gather them.<\/p>\n <\/div>\n <\/div>\n\n \n <div class=\"section checklist-category\">\n <div class=\"category-header\">Income Documents<\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">W-2 Forms (Wages and Salaries)<\/div>\n <div class=\"item-note\">All W-2s from employers for the tax year<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\" placeholder=\"Date received\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-NEC (Non-Employee Compensation)<\/div>\n <div class=\"item-note\">Freelance, contract, or consulting income<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-INT (Interest Income)<\/div>\n <div class=\"item-note\">Bank accounts, savings, CDs<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-DIV (Dividend Income)<\/div>\n <div class=\"item-note\">Investment dividends and capital gains distributions<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-B (Proceeds from Broker Transactions)<\/div>\n <div class=\"item-note\">Stock sales, cryptocurrency, investment transactions<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-K (Payment Card & Third-Party Network Transactions)<\/div>\n <div class=\"item-note\">PayPal, Venmo, credit card processing income<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">K-1 Forms (Partnership\/S-Corp Income)<\/div>\n <div class=\"item-note\">Income from pass-through entities<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Rental Income Documentation<\/div>\n <div class=\"item-note\">Rent received, property income records<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"section checklist-category\">\n <div class=\"category-header\">Deduction & Expense Documents<\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Mortgage Interest Statement (Form 1098)<\/div>\n <div class=\"item-note\">Home mortgage interest paid<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Property Tax Records<\/div>\n <div class=\"item-note\">Real estate taxes paid<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Charitable Donation Receipts<\/div>\n <div class=\"item-note\">Cash and non-cash contributions to qualified organizations<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Medical & Dental Expenses<\/div>\n <div class=\"item-note\">Unreimbursed medical expenses, insurance premiums<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Business Expense Records<\/div>\n <div class=\"item-note\">Receipts for business-related expenses, mileage logs<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Home Office Expenses<\/div>\n <div class=\"item-note\">Square footage, utilities, rent\/mortgage allocation<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Education Expenses (Form 1098-T)<\/div>\n <div class=\"item-note\">Tuition, student loan interest<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"section checklist-category\">\n <div class=\"category-header\">Tax Credits & Other Documents<\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Childcare Provider Info (Form W-10 or SSN\/EIN)<\/div>\n <div class=\"item-note\">For claiming childcare credit<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Energy Efficiency Credits Documentation<\/div>\n <div class=\"item-note\">Solar panels, energy-efficient improvements<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Health Insurance Marketplace Statement (Form 1095-A)<\/div>\n <div class=\"item-note\">For premium tax credit reconciliation<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Retirement Contributions (IRA, 401k, etc.)<\/div>\n <div class=\"item-note\">Documentation of contributions made<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">State & Local Tax Payments<\/div>\n <div class=\"item-note\">Estimated tax payments, prior year refund applications<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Prior Year Tax Return<\/div>\n <div class=\"item-note\">Copy of last year's federal and state returns<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Identity Documents (Driver's License, SSN Cards)<\/div>\n <div class=\"item-note\">For all taxpayers and dependents<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"section\">\n <h2 class=\"section-title\">Additional Notes & Special Circumstances<\/h2>\n <div class=\"info-box\">\n <div class=\"field-group\">\n <label class=\"field-label\">Additional Documents or Considerations<\/label>\n <textarea class=\"field-input\" style=\"min-height:100px;\" placeholder=\"Note any special circumstances, additional documents needed, or questions for your tax preparer...\"><\/textarea>\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"signature-section\">\n <div class=\"signature-box\">\n <div class=\"signature-line\"><\/div>\n <p class=\"signature-label\"><strong>Taxpayer Signature<\/strong><\/p>\n <p style=\"font-size:12px; color:#94a3b8; margin-top:5px;\">Date: __________________<\/p>\n <\/div>\n \n <div class=\"signature-box\">\n <div class=\"signature-line\"><\/div>\n <p class=\"signature-label\"><strong>Tax Preparer Signature<\/strong><\/p>\n <p style=\"font-size:12px; color:#94a3b8; margin-top:5px;\">Date: __________________<\/p>\n <\/div>\n <\/div>\n\n <div class=\"footer\">\n <p><strong>AiPro Institute\u2122<\/strong> | Tax Document Checklist<\/p>\n <p>Keep this checklist for your records | Document Version 1.0 | Generated January 2026<\/p>\n <\/div>\n <\/div>\n\n <script>\n \/\/ Update progress bar based on checked items\n function updateProgress() {\n const checkboxes = document.querySelectorAll('.checklist-checkbox');\n const total = checkboxes.length;\n const checked = document.querySelectorAll('.checklist-checkbox:checked').length;\n const percentage = Math.round((checked \/ total) * 100);\n \n const progressBar = document.getElementById('progressBar');\n progressBar.style.width = percentage + '%';\n progressBar.textContent = percentage + '% Complete';\n }\n \n \/\/ Add event listeners to all checkboxes\n document.querySelectorAll('.checklist-checkbox').forEach(checkbox => {\n checkbox.addEventListener('change', updateProgress);\n });\n <\/script>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Tax Document Checklist | AiPro Institute\u2122 AiPro Institute\u2122 AiPro Institute\u2122 Tax Document Checklist Comprehensive Tax Preparation & Filing Documentation Tax Year: Entity Name Tax ID \/ EIN Filing Status CorporationS-CorporationLLCPartnershipSole ProprietorIndividual Prepared By Tax Deadline Extension Filed NoYes Completion Progress 0% Complete Track your document collection progress. Check off items as you gather them. Income…<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[79],"tags":[],"class_list":["post-2712","post","type-post","status-publish","format-standard","hentry","category-finance-accounting-department"],"acf":[],"_links":{"self":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/comments?post=2712"}],"version-history":[{"count":4,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2712\/revisions"}],"predecessor-version":[{"id":2732,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2712\/revisions\/2732"}],"wp:attachment":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/media?parent=2712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/categories?post=2712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/tags?post=2712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

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\n\t\t\t\t\t\n\n\n \n \n Tax Document Checklist | AiPro Institute\u2122<\/title>\n <style>\n * {\n margin: 0;\n padding: 0;\n box-sizing: border-box;\n }\n \n body {\n font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;\n background: linear-gradient(135deg, #f5f3ff 0%, #e0f2fe 100%);\n min-height: 100vh;\n padding: 20px;\n position: relative;\n }\n \n .watermark {\n position: fixed;\n bottom: 20px;\n right: 20px;\n font-size: 60px;\n font-weight: 900;\n color: #8B5CF6;\n opacity: 0.1;\n pointer-events: none;\n z-index: 1;\n letter-spacing: 2px;\n line-height: 1;\n }\n \n .container {\n max-width: 900px;\n margin: 0 auto;\n background: white;\n padding: 50px;\n border-radius: 12px;\n box-shadow: 0 10px 40px rgba(0,0,0,0.1);\n position: relative;\n z-index: 2;\n }\n \n .header {\n text-align: center;\n margin-bottom: 40px;\n padding-bottom: 30px;\n border-bottom: 3px solid transparent;\n border-image: linear-gradient(90deg, #8B5CF6, #3B82F6) 1;\n }\n \n .brand {\n background: 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}\n <\/style>\n<\/head>\n<body>\n <div class=\"watermark\">AiPro Institute\u2122<\/div>\n \n <div class=\"container\">\n <div class=\"header\">\n <div class=\"brand\">AiPro Institute\u2122<\/div>\n <h1 class=\"doc-title\">Tax Document Checklist<\/h1>\n <p class=\"doc-subtitle\">Comprehensive Tax Preparation & Filing Documentation<\/p>\n <\/div>\n\n \n <div class=\"section\">\n <div class=\"info-box\">\n <div class=\"checklist-number\">Tax Year: <input type=\"text\" style=\"border:none; border-bottom:2px dashed #8B5CF6; width:100px; background:transparent; font-size:24px; font-weight:700;\" placeholder=\"2026\"><\/div>\n \n <div class=\"inline-fields\">\n <div class=\"field-group\">\n <label class=\"field-label\">Entity Name<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"AiPro Institute\u2122\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Tax ID \/ EIN<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"XX-XXXXXXX\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Filing Status<\/label>\n <select class=\"field-input\">\n <option>Corporation<\/option>\n <option>S-Corporation<\/option>\n <option>LLC<\/option>\n <option>Partnership<\/option>\n <option>Sole Proprietor<\/option>\n <option>Individual<\/option>\n <\/select>\n <\/div>\n <\/div>\n \n <div class=\"inline-fields\">\n <div class=\"field-group\">\n <label class=\"field-label\">Prepared By<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"Tax preparer name\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Tax Deadline<\/label>\n <input type=\"text\" class=\"field-input\" placeholder=\"April 15, 2027\">\n <\/div>\n <div class=\"field-group\">\n <label class=\"field-label\">Extension Filed<\/label>\n <select class=\"field-input\">\n <option>No<\/option>\n <option>Yes<\/option>\n <\/select>\n <\/div>\n <\/div>\n <\/div>\n \n <div class=\"highlight-box\">\n <div class=\"highlight-title\">Completion Progress<\/div>\n <div class=\"progress-bar\">\n <div class=\"progress-fill\" id=\"progressBar\">0% Complete<\/div>\n <\/div>\n <p class=\"info-text\" style=\"margin-top:10px; text-align:center;\">Track your document collection progress. Check off items as you gather them.<\/p>\n <\/div>\n <\/div>\n\n \n <div class=\"section checklist-category\">\n <div class=\"category-header\">Income Documents<\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">W-2 Forms (Wages and Salaries)<\/div>\n <div class=\"item-note\">All W-2s from employers for the tax year<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\" placeholder=\"Date received\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-NEC (Non-Employee Compensation)<\/div>\n <div class=\"item-note\">Freelance, contract, or consulting income<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-INT (Interest Income)<\/div>\n <div class=\"item-note\">Bank accounts, savings, CDs<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-DIV (Dividend Income)<\/div>\n <div class=\"item-note\">Investment dividends and capital gains distributions<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-B (Proceeds from Broker Transactions)<\/div>\n <div class=\"item-note\">Stock sales, cryptocurrency, investment transactions<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">1099-K (Payment Card & Third-Party Network Transactions)<\/div>\n <div class=\"item-note\">PayPal, Venmo, credit card processing income<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">K-1 Forms (Partnership\/S-Corp Income)<\/div>\n <div class=\"item-note\">Income from pass-through entities<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Rental Income Documentation<\/div>\n <div class=\"item-note\">Rent received, property income records<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"section checklist-category\">\n <div class=\"category-header\">Deduction & Expense Documents<\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Mortgage Interest Statement (Form 1098)<\/div>\n <div class=\"item-note\">Home mortgage interest paid<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Property Tax Records<\/div>\n <div class=\"item-note\">Real estate taxes paid<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Charitable Donation Receipts<\/div>\n <div class=\"item-note\">Cash and non-cash contributions to qualified organizations<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Medical & Dental Expenses<\/div>\n <div class=\"item-note\">Unreimbursed medical expenses, insurance premiums<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Business Expense Records<\/div>\n <div class=\"item-note\">Receipts for business-related expenses, mileage logs<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Home Office Expenses<\/div>\n <div class=\"item-note\">Square footage, utilities, rent\/mortgage allocation<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Education Expenses (Form 1098-T)<\/div>\n <div class=\"item-note\">Tuition, student loan interest<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"section checklist-category\">\n <div class=\"category-header\">Tax Credits & Other Documents<\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Childcare Provider Info (Form W-10 or SSN\/EIN)<\/div>\n <div class=\"item-note\">For claiming childcare credit<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Energy Efficiency Credits Documentation<\/div>\n <div class=\"item-note\">Solar panels, energy-efficient improvements<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Health Insurance Marketplace Statement (Form 1095-A)<\/div>\n <div class=\"item-note\">For premium tax credit reconciliation<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Retirement Contributions (IRA, 401k, etc.)<\/div>\n <div class=\"item-note\">Documentation of contributions made<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">State & Local Tax Payments<\/div>\n <div class=\"item-note\">Estimated tax payments, prior year refund applications<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Prior Year Tax Return<\/div>\n <div class=\"item-note\">Copy of last year's federal and state returns<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n \n <div class=\"checklist-item\">\n <div class=\"checkbox-col\">\n <input type=\"checkbox\" class=\"checklist-checkbox\">\n <\/div>\n <div class=\"item-description\">\n <div class=\"item-title\">Identity Documents (Driver's License, SSN Cards)<\/div>\n <div class=\"item-note\">For all taxpayers and dependents<\/div>\n <\/div>\n <div class=\"status-col\">\n <select>\n <option>Not Started<\/option>\n <option>In Progress<\/option>\n <option>Received<\/option>\n <option>N\/A<\/option>\n <\/select>\n <\/div>\n <div class=\"date-col\">\n <input type=\"date\">\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"section\">\n <h2 class=\"section-title\">Additional Notes & Special Circumstances<\/h2>\n <div class=\"info-box\">\n <div class=\"field-group\">\n <label class=\"field-label\">Additional Documents or Considerations<\/label>\n <textarea class=\"field-input\" style=\"min-height:100px;\" placeholder=\"Note any special circumstances, additional documents needed, or questions for your tax preparer...\"><\/textarea>\n <\/div>\n <\/div>\n <\/div>\n\n \n <div class=\"signature-section\">\n <div class=\"signature-box\">\n <div class=\"signature-line\"><\/div>\n <p class=\"signature-label\"><strong>Taxpayer Signature<\/strong><\/p>\n <p style=\"font-size:12px; color:#94a3b8; margin-top:5px;\">Date: __________________<\/p>\n <\/div>\n \n <div class=\"signature-box\">\n <div class=\"signature-line\"><\/div>\n <p class=\"signature-label\"><strong>Tax Preparer Signature<\/strong><\/p>\n <p style=\"font-size:12px; color:#94a3b8; margin-top:5px;\">Date: __________________<\/p>\n <\/div>\n <\/div>\n\n <div class=\"footer\">\n <p><strong>AiPro Institute\u2122<\/strong> | Tax Document Checklist<\/p>\n <p>Keep this checklist for your records | Document Version 1.0 | Generated January 2026<\/p>\n <\/div>\n <\/div>\n\n <script>\n \/\/ Update progress bar based on checked items\n function updateProgress() {\n const checkboxes = document.querySelectorAll('.checklist-checkbox');\n const total = checkboxes.length;\n const checked = document.querySelectorAll('.checklist-checkbox:checked').length;\n const percentage = Math.round((checked \/ total) * 100);\n \n const progressBar = document.getElementById('progressBar');\n progressBar.style.width = percentage + '%';\n progressBar.textContent = percentage + '% Complete';\n }\n \n \/\/ Add event listeners to all checkboxes\n document.querySelectorAll('.checklist-checkbox').forEach(checkbox => {\n checkbox.addEventListener('change', updateProgress);\n });\n <\/script>\n<\/body>\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Tax Document Checklist | AiPro Institute\u2122 AiPro Institute\u2122 AiPro Institute\u2122 Tax Document Checklist Comprehensive Tax Preparation & Filing Documentation Tax Year: Entity Name Tax ID \/ EIN Filing Status CorporationS-CorporationLLCPartnershipSole ProprietorIndividual Prepared By Tax Deadline Extension Filed NoYes Completion Progress 0% Complete Track your document collection progress. Check off items as you gather them. Income…<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[79],"tags":[],"class_list":["post-2712","post","type-post","status-publish","format-standard","hentry","category-finance-accounting-department"],"acf":[],"_links":{"self":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2712","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/comments?post=2712"}],"version-history":[{"count":4,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2712\/revisions"}],"predecessor-version":[{"id":2732,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/posts\/2712\/revisions\/2732"}],"wp:attachment":[{"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/media?parent=2712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/categories?post=2712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teen.aiproinstitute.com\/zh\/wp-json\/wp\/v2\/tags?post=2712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}