What you will need:

Samsill Trio - 10131

Tax checklist with Samsill Trio

Whether you are needing to get your taxes organized this year, or preparing for an easier tax season next year, we have everything you need to get on the right track!

By keeping everything organized you won’t miss a tax deduction. Many tax deductions are overlooked or information is misplaced. The top ten forgotten tax deductions, according to an article from Turbo Tax,  include: state sales tax, reinvested dividend stocks, out-of-pocket charitable contributions, student loan interest paid by Mom and Dad, moving expenses to take a first job, child and dependent care tax credit, earned income tax credit, state tax you paid last spring, refinancing mortgage points, and jury pay paid to employer.

Follow these easy steps to make your accountant happy, online tax filing easier, or if you have a tax software everything will be easy to find!

First things first, get EVERYTHING in one place so your accountant can get you the best refund!


Personal Information Needed

  • Social Security Number
  • Spouse’s Social Security Number
  • Dependents Social Security Number

Income Information

  • W-2 Form
  • 1099 Form
  • Investment income information, including: interest income, dividend income, income from foreign investments, annuities, royalties and rents, any capital gains).

Income Adjustments

  • Student loan interest
  • Tuition and fees
  • Moving expenses
  • Alimony Paid
  • Contributions to retirement
  • Contributions to health savings account


Get all your paperwork: W2 form, 1099 form, 1040ez, mortgage tax statement, student loan statement, donation paperwork, IRS forms, etc.

Pull out your Trio (or your yearly binder) and start by labeling the accordion section by each month. This is great storage to keep everything organized by month. For example, have a main donation sheet in your binder part but then if you make a few donations through the year put all your paperwork in that month.

The best part about using a Trio for your tax organization? Not only can you take it wherever you go, but you can also place it directly in your filing cabinet with the retractable hooks.

Samsill Trio Binder 10131


samsill trio binder 10131

Tax preparation and tax organization with Samsill Trio Binder


These four tax preparation checklists include:

Tax Checklist 1Tax Checklist 2Donation RecordsDeductions


**Please seek guidance from an accountant or your tax preparer. These printables are for personal use only. This post is a how-to for “organizing” tax information, and in no way giving professional tax advice.

If you are a small business owner click here for more tax organization for business purposes.