A complete pre-season, in-season, and post-season checklist for independent tax preparers and small firms.
Interactive — check items off as you go. Progress saves automatically in your browser.
Optional — the checklist is free to use either way. We'll send you a link to this page so it's easy to find again, plus one reminder before e-file opens in January.
free anytime — no email needed.
FinishTax tracks every task, document, and deadline for each client — so nothing falls through the cracks during the busiest time of year.
Open FinishTax Free →