Download our printable checklist: what to prepare before filing, what to do when your refund hits, and how to deploy it wisely.
The Tax Refund Checklist
A printable 3-page checklist covering what to prepare before filing, what to do the day your refund hits, and how to deploy it for maximum impact.
- Pre-filing document checklist
- Refund tracking & direct deposit setup
- Debt prioritization worksheet
- Emergency fund target calculator
- Business launch budget template
- 30-60-90 day deployment timeline
Download Free Checklist
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What is Inside the Checklist
Before You File
W-2s, 1099s, deduction receipts, ID documents, bank account info for direct deposit. A complete pre-flight checklist so nothing delays your refund.
The Day It Hits
Step-by-step actions for the 48 hours after your refund arrives: verify amount, pause before spending, run the deployment calculator, and allocate before emotions take over.
30-60-90 Day Plan
Week-by-week timeline for launching a business, paying down debt, or building savings. Know exactly what to do and when to do it.