Tax Filing Checklist ==================== WHAT IT IS A documents and deadlines checklist for tax filing. General information only — not tax advice. HOW TO USE (5 STEPS) 1. Read the 'not tax advice' note on page 1. 2. Gather the documents listed. 3. Work through the steps checklist. 4. Fill in your own local deadlines. 5. Confirm everything with your tax authority or professional. REQUIREMENTS None — open the file and use it. NOTE Edit the bracketed [fields] and example rows with your own details before sending to a client. This pack is a template, not legal, tax or financial advice.