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Tax Planning Checklist

You can use checklists to manage exam preparation, reading lists, travel planning, project steps, personal tasks, professional goals, New Year’s resolutions, and more. Here’s examples of checklists to maximize your productivity.

Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.

Write down all of the tasks that you need to complete on the checklist. If they’re large tasks, break out the first action step, and write this down with the larger task. (Ideally, tasks or action steps should take no longer than 1-2 hours to complete.)

Sometimes it is easier to write your task down than just remember it. This to do list form will help you manage your daily tasks. You won’t miss any important tasks that need to be accomplished.

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