Records checklists and interview notes for personal returns for 2025 are now available for download.
Send the records checklists to clients to make sure you get all the information you need to prepare their return and avoid time wasting requests for missing information. There are two records checklist options; a simple one-page checklist and a six-page checklist on which the client can record information. Choose the version that best suits the needs of your practice.
Use the interview notes when you are only collecting information for the client’s return. This form lists each return item alongside which you can make any relevant notes to help with the preparation of the return at a later time.
Click on the links below to preview and download each of these forms.
Records Short
Forms/Records – Personal Return Short
Records Long
Forms/Records – Personal Return Long
Interview
Interview – Tax Return