Tax Organizer

Tax Organizer Worksheet — W-2 & 1099 Edition

Description: Tax season chaos ends here.

This professional Tax Organizer Worksheet was built for tax preparers and self-employed individuals who are tired of incomplete client files, missing documents, and back-and-forth emails before a return can even be started.

What's inside:

• 14 complete sections covering every major tax situation
• Filing status and personal information
• Dependent information with 3 columns
• W-2 and 1099 income tracking
• Schedule A deductions — medical, taxes, charitable contributions
• Health insurance with month-by-month coverage tracking
• Cryptocurrency and foreign account disclosures
• Self-employed business income and expenses
• Vehicle mileage and home office deductions
• Direct deposit information
• Declaration of accuracy with dual signature lines
• Full color branded version included
• Black and white print-friendly version included
• 
  

Who it's for: Tax preparers who want clients to arrive prepared. Self-employed individuals who want to organize their own records before filing.

Price: $17