2026 tax-filing document checklist
Organize income, deduction, credit, payment, and identity records before preparation begins.
8 min readFREE PROTAX GUIDES
Guides for CPAs, businesses, and clients.
Plain-language, source-linked guidance for preparation, recordkeeping, secure collaboration, and the moments when professional review matters.
8 PRACTICAL GUIDES
Choose a guide and use it now.
Secure organizer and upload guide
Know what to enter, how to name files, and what happens after you submit.
3 min readMonthly, catch-up, or cleanup bookkeeping?
Choose a scope based on the condition and timing of your records—not the label that sounds best.
7 min readMonth-end close guide
Turn statements and transactions into review-ready books with a repeatable control sequence.
10 min readIRS notice: five safe first steps
Preserve the notice, understand the due date, and gather facts before responding.
5 min readEstimated-tax planning guide
Prepare the information a professional needs without turning a generic worksheet into individualized advice.
9 min readSecure client onboarding playbook
Create a repeatable path from first contact through portal activation and scoped work.
11 min readWISP readiness checklist
Use this as a planning prompt, then tailor a written information security plan to the firm.
12 min readP
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P.R.O.T.O. can route you to the closest resource or organizer action. Keep private tax information inside the secure portal.