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Because "it balances" isn't enough.
Tax time is stressful because the paperwork is scattered across your email, your mailbox, and three different apps. This organizer gives you one checklist so you can gather everything before you sit down with your preparer, and hand off a clean, complete stack. Built by an accountant, not a template shop.
What's inside:
One checklist for everything you need to gather
Mark each item Have it, Need it, or N/A
Notes column for where a document is or who you're waiting on
Organized by category: income, business, deductions, life changes
A Start Here guide to walk you through it
Just work down the list. Works in Excel and Google Sheets.
This is an organizing checklist only, not tax advice, and not a complete or personalized list of what your return requires. Which documents you need depends on your situation and changes with the tax law. Confirm current requirements, thresholds, and deadlines with the IRS, your state tax agency, or your own tax professional.
Because "it balances" isn't enough.
Tax time is stressful because the paperwork is scattered across your email, your mailbox, and three different apps. This organizer gives you one checklist so you can gather everything before you sit down with your preparer, and hand off a clean, complete stack. Built by an accountant, not a template shop.
What's inside:
One checklist for everything you need to gather
Mark each item Have it, Need it, or N/A
Notes column for where a document is or who you're waiting on
Organized by category: income, business, deductions, life changes
A Start Here guide to walk you through it
Just work down the list. Works in Excel and Google Sheets.
This is an organizing checklist only, not tax advice, and not a complete or personalized list of what your return requires. Which documents you need depends on your situation and changes with the tax law. Confirm current requirements, thresholds, and deadlines with the IRS, your state tax agency, or your own tax professional.