End-of-Year Tax Prep Checklist + Summary (Google Sheets Template)

Get organized for tax season without the stress.

The End-of-Year Tax Prep Checklist + Summary is a simple, non-accountant-friendly Google Sheets template designed to help you gather everything you need before filing your taxes or meeting with a tax professional.

No complicated formulas.

No accounting jargon.

Just clear organization and peace of mind.

✅ WHAT THIS TEMPLATE HELPS YOU DO

• Track which tax documents you’ve already collected
• Know exactly what’s still missing
• Organize income, expenses, and reports in one place
• Prepare a clean year-end summary to share with your tax preparer

Perfect for small business owners, freelancers, and digital sellers who want to feel prepared — not overwhelmed.

📦 WHAT’S INCLUDED

You’ll receive one Google Sheets template with two tabs:

🧾 Tax Prep Checklist

• Income documents checklist
• Expense records checklist
• Mileage & travel tracking
• Admin and tax-prep notes
• Final “ready to file” check

📊 Year-End Summary

• Business snapshot
• Income and expense totals
• Optional expense breakdown
• Included reports checklist
• Notes and questions for your tax preparer

🚀 HOW IT WORKS

1. Purchase and download the Thank-You PDF
2. Click the link to make your own copy of the Google Sheet
3. Fill it in as you gather documents
4. Use the summary for filing or sharing with your tax professional

🔒 IMPORTANT INFORMATION

• This is a digital download
• You must have a Google account to use this template
• This product is for organizational purposes only and does not provide tax advice

❗ NO-REFUND POLICY

Due to the digital nature of this product and immediate access upon purchase, all sales are final.

No refunds or exchanges are available.