Templates / Money

๐Ÿงพ Tax Season

Every W-2, 1099, and receipt as a checklist โ€” and the K-1 that always arrives late, expected.

โœ“ Free, like every template ยท yours to reshape

The docs that exist get checked in โ€” the ones that arrive late are expected.

In the box

๐Ÿง‘โ€๐Ÿ’ผPreparer / CPA
๐Ÿ’ตIncome docs
๐ŸงพDeduction docs
๐Ÿ—“๏ธKey date
โœ…Confirmation
๐Ÿ’ฐRefund / owed

Starter lists

Income documentsschedule
  • W-2s (each employer)
  • 1099-INT / 1099-DIV
  • K-1s โ€” arrive late, often March
8 income docs
Filing checklistchecklist
  • Last year's AGI (e-file identity check)
  • Bank routing + account for the refund
  • Save the confirmation number
keep records 3+ years
๐ŸŒฑ
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