Tax Client Tracker

SD Xclusive Tax Client Tracker | Excel Template

Keep your tax clients organized in one simple spreadsheet!

Designed for tax preparers, EROs, and service bureaus, this easy-to-use tracker keeps important return details together throughout tax season.

Track:

• Client name and date filed
• Refund amount and last four SSN digits
• Assigned preparer and tax year
• Federal or state return type
• Return status and notes
• 
  

Your purchase includes:

• Blank Excel tracker with space for 500 returns
• Filled-out example with fictional client information
• Status dropdowns
• Automatic totals for returns entered, refund amounts recorded, and funded returns

Simply enter your information in the yellow cells and update statuses as returns progress.

Digital download: two Excel (.xlsx) files. Microsoft Excel recommended. Statuses are updated manually; this tracker does not connect to tax software. No physical product will be shipped.