Income documents
- Income records and payment summaries
- Income-type forms a payer issued to you
- Self-employment income records, if you have them
United States · Form 1040
Form 1040 preparation checklist
Organize personal income documents, tax documents, supporting files, and a year-end summary before working with filing software or a professional. This is record preparation — not an official Form 1040, and not IRS filing.
Preparation records, not an official Form 1040
There is a clear difference between organizing preparation records and an official Form 1040. Cash Workspace helps with the first only. It does not complete an official Form 1040, it does not file with the IRS, and it is not tax advice. Verify what applies to you with official sources or a qualified professional.
What to prepare
Personal records to organize first
Personal supporting documents
- Supporting documents kept by fiscal year
- Records that back a figure you plan to discuss
- Prior-year documents you want on hand
Tax documents
- Tax documents you have already received
- Statements stored in fiscal-year folders
- Documents still waiting for your review
Year-end summary
- A consolidated year-end summary
- An export package prepared for software or a professional
How it helps
How Cash Workspace helps before Form 1040 review
Documents
Upload and organize receipts, invoices, contracts, and tax files into fiscal-year folders so nothing is scattered across email and drives.
Invoices
Track issued and received invoices by direction, status, and fiscal year so income records stay connected to clients and documents.
Expenses
Record business spending by category and date with a link back to the receipt or supplier invoice that supports each entry.
Year-end export
Assemble an accountant-ready package grouped by fiscal year and direction, so a professional reviews structure instead of rebuilding it.
Official IRS resources
Cash Workspace is not affiliated with the IRS. These links point to official sources for your reference only.
Get personal tax records in order before you start
Keep income documents, tax documents, supporting files, and a year-end summary organized before working with software or a professional.