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Tax Preparation Checklist

Task checklist have each step written in details which need to be followed in chronological order. While To-do checklist include a list of personal things that need to be done one after the other or simultaneously over a fixed time period.

Recently, The Art of Manliness provided an historical look at checklists, along with a detailed primer in deciding which lists will work for you, culled from the excellent, The Checklist Manifesto. You can implement the same routine in your daily work to help give you a greater shot at success.

By keeping such a checklist, you make sure that your tasks are written down all in one place so you do not forget anything important. And by prioritizing tasks, you plan the order in which you’ll do them, so that you can tell what needs your immediate attention, and what you can leave until later.

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.)

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