Year-End Money Close-Out & Tax Prep Organizer

YEAR-END MONEY CLOSE-OUT & TAX PREP ORGANIZER | K&M Financial Publishing Group

Tax season is calmer when everything is already in one place. Check off common tax documents as they arrive, log receipts all year, and close out the year with your own numbers and next year's goals. It organizes your paperwork; your tax preparer or software handles the rest.

WHAT YOU GET

- KM-Year-End-Tax-Prep-Organizer.xlsx: Documents checklist, Receipts Log, and Year in Review tabs with an Instructions tab, filled-in Example tabs, and blank 'My' tabs

- 5 printable pages in US Letter and A4: document checklist, receipts log, giving + mileage log, year in review, goals + prep questions

- 1-page How-to PDF with step-by-step Google Sheets instructions

FEATURES

- Checklist of common tax documents

- Status + where each one is saved

- Year-round receipts + mileage log

- Totals by category for your preparer

- Year-in-review + net worth change

- Next year's goals + prep questions

HOW IT WORKS

1. Mark which documents apply to you.

2. Check them off as they arrive and note where they're saved.

3. Log receipts and mileage through the year.

4. Hand the organized totals to your tax preparer or software.

Pairs with our Net Worth Tracker and the Side Hustle Bookkeeping Sheet.

SAVE WHEN YOU BUY MORE

Any 3 of our $5.99 downloads (including our original money templates) for $13.99 (code PICK3), or any 6 for $24.99 (code PICK6). Enter the code at checkout. Codes work within the $5.99 tier.

GOOD TO KNOW

- Instant digital download. No physical item will be shipped.

- Works with Microsoft Excel (desktop) and Google Sheets (free Google account). No macros. Formula cells are locked (no password).

- Colors may look slightly different on your screen and printer.

- For personal use only. Please don't resell or share the files.

- Questions? Email service@kmfinancialgroups.com.

REFUNDS

These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.

IMPORTANT: Organizer only. Not tax, legal, financial, or investment advice, and not a substitute for a tax professional or official IRS guidance. It does not tell you what is deductible or how to file. Tax rules change every year, so check IRS.gov or a qualified tax preparer for your situation. State tax rules differ and may change; check your state's tax agency. Not affiliated with the IRS. Example numbers are made up; your results will vary.

Designed by K&M Financial Publishing Group using digital design tools, including AI-assisted drafting; every design is reviewed and approved by us.