Save receipts documenting business expenses and deductions.

Obtain W-2 forms from your employer.

Collect 1099 forms for freelance or contract work.

Organize bank statements to track income and expenditures.

Compile investment statements recording dividends and capital gains.

Store mortgage documents including interest statements and property taxes.

Track charitable donations with receipts for contributions.

File medical expenses and document health-related costs and insurance.

List education expenses such as tuition and student loan interest.

Prepare previous year’s return as a reference.

Request annual summaries and reports from financial institutions.

Use tax software to organize and store documents digitally.