Tax Doc Checklist: Never Miss a Document at Tax Time Again
Every year, tax season brings the same question: do I have everything? The Tax Doc Checklist is a simple, cross-platform tool that tracks which documents you've collected for each filing year, so nothing falls through the cracks.
Why We Built This
Between W-2s, 1099s, mortgage statements, property tax bills, insurance declarations, and depreciation schedules, a typical small business owner or landlord needs to collect 10 to 20 documents before filing. They arrive over weeks from different sources, and it's easy to forget one until your CPA asks for it in March.
We watched users keep track of this in spreadsheets, sticky notes, and email folders. None of those solutions sync across devices or carry forward year to year. The Tax Doc Checklist solves this with a dedicated, synced checklist that lives right in Vuuv alongside the rest of your financial data.
It's intentionally simple. No complex workflows, no AI, no generated reports. Just a list of documents, checkboxes, and a progress bar. The kind of tool that takes 30 seconds to set up and saves you hours of scrambling later.
How It Works
Start from a Template or Scratch
Click "Start with Template" and Vuuv populates your checklist with the documents most small businesses and landlords need: W-2s, 1099s, mortgage interest statements, property tax records, insurance declarations, and more. Remove what doesn't apply, add what does. It's your list.
Check Off as Documents Arrive
January through April is a steady stream of tax documents landing in your mailbox and inbox. Each time one arrives, open your checklist and check it off. The progress bar shows you exactly how close you are to having everything your CPA needs.
Copy from a Prior Year
Already built a checklist last year? Copy it forward with one click. Your custom items carry over, and everything resets to unchecked so you can start fresh. No need to rebuild the list from memory every filing season.
Fully Customizable
Add any document you need to track: K-1s from partnerships, crypto exchange statements, HSA contribution records, charitable donation receipts. Rename items, reorder them, or remove ones that don't apply. The checklist adapts to your tax situation.
Works on Every Platform
The Tax Doc Checklist syncs across iOS, Android, and the web. Check off a 1099 on your phone when it arrives in the mail, and it's already marked when you sit down at your computer. Your progress is always up to date.
Year-by-Year History
Switch between tax years to review what you collected in prior filings. If your CPA asks whether you received a specific form two years ago, you can look it up in seconds instead of digging through folders.
What's in the Template?
The default template includes the documents most commonly needed for small business and rental property tax returns:
- W-2 forms (all employers)
- 1099-NEC / 1099-MISC (contractor and freelance income)
- 1099-INT / 1099-DIV (interest and dividends)
- 1099-B (brokerage statements)
- 1098 (mortgage interest)
- Property tax statements
- Insurance declarations
- Prior year tax return
- Bank and credit card statements
- Mileage log
- Receipts for deductible expenses
- Depreciation schedules
Add or remove items to match your specific situation. The template is a starting point, not a constraint.
Availability
The Tax Doc Checklist is available today on iOS, Android, and the web at getvuuv.com. It's included in all plans, including Vuuv Drive and the free tier.
Open the Tax Doc Checklist from the sidebar, pick your tax year, and start checking off documents as they arrive. Your CPA will thank you.