Checklists: what to gather before you contact your CPA
Organised document lists based on the site's guides. Tick off what you already have, print or save as PDF, and send me what is missing.
Employee tax refund – document checklist
What to collect before filing a refund claim, per tax year (claims go back 6 years; 2020 closes on 31.12.2026).
10 itemsOpen checklistOpening a business in Israel – checklist
Registration must happen no later than the first day of activity. Osek patur in 2026: expected turnover up to 122,833 ILS.
14 itemsOpen checklistSelf-employed annual return (1301) – document checklist
For the 2025 return: unrepresented filers had until 30.6.2026 (online); represented clients under the extension scheme until 28.2.2027.
15 itemsOpen checklistCapital statement (form 1219) – checklist
The statement is due within 120 days of the demand, as of the date it names. It is the baseline for every future comparison, so precision pays.
15 itemsOpen checklist
The lists are general and fit most cases. As a client you receive a list tailored to your file.
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