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Tax Prep Kit

Instant download

Description

The Tax Prep Kit Sidekick is a 9 page expansion pack to the HERO.

What's Included:

-Tax Document Envelope Details Cover Page
-Family Tax Document Checklist
-Home Business/Secondary Income Tax Document Checklist
-Blank Checklist For Additional Items
-To-Do List
-Tax Return Budget Planner
-Important Contacts (Pre-filled Headings)
-Important Contacts (Blank For Family-Specific)
-Reminders For Next Year
-How To Use The Tax Prep Kit Tutorial Page

*Limited Edition Tax Prep Kit is available from February through April, only. I suggest printing these worksheets and stapling to a large folder to keep all your documents together and easy to transport to your accountant. After Tax Time, you can easily file the envelope and worksheets for reference if needed.

How It Works:

This is a printable home organizer, which means you will be sent a ZIP file containing your organizer’s pages. We do not print or ship physical products. The pages can be printed from your personal printer or from a commercial service such as Staples or Walmart. It can be bound however you prefer. Suggested binding for this specific Kit is either stapled to or stored inside a large folder, and accompanying all required tax documents.

**This Tax Prep Kit is for Tax Document Organization only. It is not intended to replace guidance from a certified tax professional.
The Tax Prep Kit Sidekick is a 9 page expansion pack to the HERO.

What's Included:

-Tax Document Envelope Details Cover Page
-Family Tax Document Checklist
-Home Business/Secondary Income Tax Document Checklist
-Blank Checklist For Additional Items
-To-Do List
-Tax Return Budget Planner
-Important Contacts (Pre-filled Headings)
-Important Contacts (Blank For Family-Specific)
-Reminders For Next Year
-How To Use The Tax Prep Kit Tutorial Page

*Limited Edition Tax Prep Kit is available from February through April, only. I suggest printing these worksheets and stapling to a large folder to keep all your documents together and easy to transport to your accountant. After Tax Time, you can easily file the envelope and worksheets for reference if needed.

How It Works:

This is a printable home organizer, which means you will be sent a ZIP file containing your organizer’s pages. We do not print or ship physical products. The pages can be printed from your personal printer or from a commercial service such as Staples or Walmart. It can be bound however you prefer. Suggested binding for this specific Kit is either stapled to or stored inside a large folder, and accompanying all required tax documents.

**This Tax Prep Kit is for Tax Document Organization only. It is not intended to replace guidance from a certified tax professional.

Reviews

5 out of 5 stars (1)
  • olivegreen29 Jan 29, 2019
    5 out of 5 stars
    Love this item! So simple and beautifully done. Very helpful information too. Loved working with Organizedish, she was quick, kind, and wonderful to work with. I will definitely be back for more :)
    Home Buying and Selling Sidekick

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Returns & exchanges

I don't accept returns, exchanges, or cancellations

But please contact me if you have any problems with your order.

Returns and exchange details

Because the items in this shop are instantly downloadable virtual products, we do not accept returns or exchanges. Please purchase seriously.

Additional policies

For personal use only. May not be resold. If you are having issues with downloading or accessing your files, please send us a message using the "Ask a Question" button on the listing page or the "Contact the Shop" button in your Purchases and Reviews list.

FAQs

Yes! Every download package includes a Best Practices guide for printing, resizing, and binding.
All of our products are digital downloads, meaning you'll receive a ZIP file of all documents purchased in PDF form. Just download the ZIP file, extract to your desktop, and then view, print, and enjoy!
No, but it's a good idea. The HERO Starter kit has all the basic information you should keep track of for your home and family. The Sidekicks are expansion packs based on your personal needs, but they don't have to accompany the Starter Kit at all. They can be used as standalone planning workbooks.

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