US filing and moves
Start with residency, visa history and records that affect the scope of a US return.
F-1 and OPT filing questions →H-1B filing and reporting →NRI and US residency questions →FREE TAX PREPARATION RESOURCE
Your tax document
checklist.
A practical tax-document checklist for US, Canadian and India filing conversations. Organize the records for your situation before you request a written preparation quote.
YOUR STARTING POINT
Build your preparation list.
Choose the country you need help with first. For cross-border work, tell the team about every country involved.
0 items marked
Mark records as organized, or note them for discussion. Your preparer confirms the final requirements.
Start with the basics
United States records
Personal filing details
Keep the documents private.
This page asks for no names, tax IDs, account numbers or files. Checkmarks stay in this page tab and reset on reload; they are not included in your shared link. After onboarding, use your client portal for requested documents.
Existing client? Open your portal →MAKE THE NEXT STEP CLEAR
Turn your questions into a written scope.
Tell the team your filing year, countries and the help you need. We confirm the services and preparation fee before work.
GO A LITTLE DEEPER
Helpful reading, by situation.
Canada and cross-border
Bring move dates and records from every relevant country to your discussion.
Canadian T1 and foreign-property guide →US–Canada preparation support →India–Canada preparation support →India and business records
Organize the relevant filing-year records and explain any overseas connection.
India ITR records for NRIs →US–India preparation support →Business and bookkeeping support →BEFORE YOU START
A few useful answers.
Does completing the list mean my return is ready to file?
Your preparer confirms which records, forms, authorizations and filing steps apply. The list helps organize a conversation; it does not determine residency, filing eligibility, deductions or a tax outcome.
Can I use this before creating an account?
Yes. The checklist is free to use without an account. Request a consultation when you are ready to discuss the scope. Existing clients can use their portal for requested documents.
What if I have income or records in more than one country?
Choose the country you need help with first and select cross-border coordination. Mention every country, the filing years and any earlier returns when you contact the team. The written quotation confirms the work in each jurisdiction.
Where should I send my tax documents?
After onboarding, use the requested upload area in your client portal. Keep tax IDs, passwords, verification codes, account numbers and document copies out of public enquiries and shared checklist links.
Are my checkmarks saved or sent to the team?
Checkmarks remain in the current page tab and reset on reload. The checklist link contains only the selected service country and preparation topic, plus an existing valid referral code when applicable. It does not include your checkmarks or documents. Download a local copy if you want to keep your progress.
How do I know the preparation price?
Review the published service prices and offer terms, then ask the team for a written scope and quotation. This checklist does not calculate a fee or reserve an offer place.
Official starting points
Use the current instructions for your filing year. These sources explain common record categories; your circumstances determine the final preparation requirements.
- IRS: gather your tax-return documents
- CRA: get ready to file a personal income tax return
- IRS: business recordkeeping
- India Income Tax Department: ITR preparation and records
Prepared as a Bluewings Tax consultation resource · Updated October 30, 2026. Your preparer confirms the documents and scope for your situation.