“Behind on Taxes?” Catch-Up Workbook

Seven steps to get back on track with the IRS, at your own pace.

WHAT'S INSIDE

• Find which years are missing

• Get your income records back for free

• What common IRS letters mean

• Penalties and refund deadlines in plain words

• Your options if you cannot pay

• A tracker for years, documents and letters

WHO IT'S FOR

• Anyone with unfiled years

• People who have received IRS letters

• Anyone who is not sure what they owe

GOOD TO KNOW

• Refunds can usually be claimed only within 3 years. Starting now can save money.

• The IRS first contacts you by mail, never by text or gift-card demand.

FORMAT

Excel spreadsheet (.xlsx), works in Excel and Google Sheets, plus a fillable PDF.

UNBRANDED, READY TO SHARE

The files carry no business name or logo. Each one has a blank box for your tax professional's details.

INSTANT DOWNLOAD

Your file downloads right after payment, and a link arrives by email.

For record-keeping only. Not tax, legal or financial advice. Tax rules change; confirm figures with a tax professional before you file.