The Tax-Time Organizer – Small Business Tax Prep Checklist (Excel)

The Tax-Time Organizer – Walk into tax season organized instead of overwhelmed. The Tax-Time Organizer is a simple Excel workbook that helps small-business owners gather the documents, numbers and questions a tax preparer actually asks for — before the appointment.

It organizes your records; it does not calculate your return. Think of it as a calm, guided checklist that keeps missing paperwork from surviving quietly until April.

WHAT'S INCLUDED

• The Tax-Time Organizer (Microsoft Excel .xlsx)

• Tax Prep Organizer — a document and question checklist

• Monthly Documents tracker

• Year-End Checklist

• START HERE quick-start guide and color key

• Read-Me / Quick-Start PDF and Terms PDF

HOW IT WORKS

1. List each document and mark what you have and where it's filed

2. Note questions and follow-ups for your preparer

3. Track monthly records and close the year with the checklist

Instant digital download — no physical item is shipped. Microsoft Excel recommended (opens in Google Sheets with minor differences). This is an educational recordkeeping and organization tool; it does not calculate tax, determine deductibility or provide individualized tax, legal or accounting advice. Consult a qualified professional when needed. Please keep a backup copy of your file. For your own business use — please don't resell or share.

Haven Bookkeeping & Tax · A DBA of Haven Financial