I have several clients who email me their paper work each year for me to prepare their returns. More often than not there is something missing and I have to call or email them to ask about the missing information. I have to confess I've even filed incomplete returns for myself, and had to amend them later to add the missing information.

There is an article on the Remember the Milk blog today about using this online task management list to make sure you have all your documents together before you either send them off to your preparer, or sit down to prepare your own return. I'm a big fan of Remember the Milk, but I've never used it for this. I may start next year though.

Leave a comment and let me know how you organize for tax season.