Tax Document Organizer (Excel + Google Sheets)

Gather every form and receipt before tax season, and see at a glance what is still missing.

Good for: Households getting ready to meet a preparer or use tax software. Paperwork tracking only, no advice.

DIGITAL SPREADSHEET: nothing is shipped.

Get your paperwork together before you sit down with your tax preparer or software. Check off each form as it arrives, note where you saved it, log receipts by category, and keep a list of questions to ask. The Summary shows what's still missing.

AI disclosure: this item was created with the use of AI. LB3 Trackers designed it with AI assistance; AI tools helped write the formulas, layouts and instructions.

What's inside (7 tabs):

- Instructions

- Documents: 20 common US tax forms and records listed (W-2, 1099-NEC, 1099-K, 1099-INT, 1099-DIV, 1099-B, 1099-R, SSA-1099, 1098, 1098-T, 1098-E, 1095-A and more). Mark each one Needed, Received or Not needed, and add your own (up to 60).

- Receipts: up to 300 entries with date, category, payee, amount and where you saved it

- Questions: questions for your preparer and their answers

- Summary: progress, a still-needed list, receipt totals by category with a chart, and open questions

- Settings and Lists: tax year, preparer, target date, and categories you can rename

You get a SAMPLE file (a made-up household) and a BLANK file. Works in Excel, Google Sheets, LibreOffice and Numbers. No macros.

Please note: this organizer only helps you collect and track paperwork. It does not tell you what you can deduct or how to file, and it is not tax, legal or financial advice. Ask a qualified tax professional or see IRS.gov for your situation.

Instant download: after payment you get a download link right away.

Questions or a problem with the file? Message us through the store contact page. If the file doesn't work for you, we'll fix it or refund you.

License: personal use. Please don't resell or share the file.

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