8-Year Tax Records Organizer

Know what you have, where it is, and when each tax paper is safe to shred.

WHAT'S INSIDE

• Eight document types for each of eight years

• Where each item is kept, so you can find it in minutes

• A shred-after date for every item

• Year summary showing the gaps

• Printable, fillable PDF version

WHO IT'S FOR

• Anyone who keeps tax papers in a drawer or a phone

• Families with several W-2s and 1099s

• Anyone who has had an IRS letter

GOOD TO KNOW

• The IRS can usually review a return for 3 years, and up to 7 in some cases. Eight years covers you.

• Keep copies of filed returns for good.

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.