Tax Prep Organizer 2026 (Excel)

Tax season, without the shoebox.

Every income form, expense, receipt, and business mile for the tax year in one place, with a one-page summary for you or your tax preparer. No macros.

WHAT IT DOES

• Income log: every job, client, and account, with tax withheld

• Form received? Check for every W-2 and 1099

• Income by type: W-2, 1099-NEC, 1099-K, 1099-INT, 1099-DIV and more

• Expense log with room for 500 lines

• 18 categories in 7 groups (business, home, medical, giving, education, family, other), all renameable

• % for taxes for things that are only partly for work, like your phone

• Missing receipts highlighted in red

• Mileage log using the rate you enter

• Documents checklist for every form and paper

• One-page printable Summary with a Ready to file? check

• Works for any tax year: change it on the Settings tab

• Start Here guide and example data

WHO IT'S FOR

Freelancers, side hustlers, Etsy and eBay sellers, households with a mortgage, childcare or medical costs, and anyone who hands their paperwork to a tax preparer.

GOOD TO KNOW

• For US tax forms (W-2, 1099, 1098)

• Organizes your records only: it doesn't calculate tax and isn't tax advice

• Works in Microsoft Excel: Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac

• Normal .xlsx file: no macros to enable

• One-off payment, instant download

Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.