I've been working with Victory Tax Law now for over 2 years and I couldn't be happier. It’s rare to find a firm that combines professionalism with genuine care, but they do. I can always count on them to do a stellar job because they've always had my best interests in mind.
Tax Preparation Checklist: What You Need Before You File
Stay organized this tax season with our tax preparation checklist. Ensure you have all income, deduction, and retirement documents ready.
Frequently Asked Questions
What happens if I'm missing a necessary document?
A1: If you’re missing a document, contact the issuer or employer to request a duplicate. Filing without all the required documents may result in errors or delays.
Is there a specific deadline for filing taxes?
A2: The tax filing deadline is typically April 15th, but it can vary depending on weekends and holidays. You can also request an extension, but this doesn’t extend the deadline to pay any taxes owed.
Can I e-file my taxes if I'm missing a document?
A3: Yes, you can e-file your taxes even if you’re missing some documents. However, it’s crucial to provide accurate information. You may need to file an amended return if you later receive missing documents.
What if I can't afford to pay my tax bill?
A4: If you can’t pay your tax bill in full, you can still file your return by the deadline and explore options like setting up an installment agreement with the IRS to pay over time.
Do I need to keep paper copies of all these documents?
A5: It’s a good practice to keep copies of your tax-related documents and returns for at least three years, as the IRS may request supporting documentation for that period.
This article was reviewed for legal accuracy by Parham Khorsandi, Esq., founding attorney at Victory Tax Lawyers, LLP and a licensed member of the California State Bar (Bar No. 266658), with a nationwide IRS tax-relief practice.
Last reviewed: June 2026 · Meet our attorneys →
Attorney Advertising. Prior results do not guarantee a similar outcome. This page is for informational purposes only, does not constitute legal advice, and does not create an attorney-client relationship. For advice about your specific situation, please schedule a consultation.
Ready to Resolve Your Tax Issues?
Our experienced tax attorneys have saved clients over $100 million. Get a free, confidential consultation today.