Tax Prep Organizer 2026 Spreadsheet, Excel and Google Sheets, Tax Document Checklist, Deduction Tracker, Tax Season Planner for 2027 Filing

Tax Prep Organizer 2026 Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Get every form, receipt and number together before you file your 2026 taxes in 2027, and see at a glance how ready you are. Perfect for families getting ready for tax season.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/l27Z_ElTsCo

✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).

★ WHAT'S INCLUDED ★
• 14 tabs with a clickable Start Here page
• Dashboard: 16 KPI tiles, a readiness % score in 6 parts, documents still to gather, your next key dates, open questions for your preparer and 4 charts
• Household: you, your spouse and up to 8 dependents (age at year end, months lived with you, student status) plus 14 life events to mention to your preparer
• Income: 60 rows for W-2s, 1099s and other income, with the form name filled in, withholding, and received / waiting / missing flags
• Document Checklist: 42 starter documents (you can add more) with expected dates, status, where each is saved, overdue flags and progress by category
• Deductions & Credits: 250 rows for medical, mortgage interest, property tax, tuition, childcare, HSA, IRA and more, with receipt flags and a rough itemized vs standard deduction comparison
• Charitable Giving: 100 rows for cash, items, stock and charity miles, with flags for gifts that need a written acknowledgment
• Estimated Payments: quarterly federal and state payments with due dates, status and total tax already paid
• Side Hustle: income (200 rows), expenses (250 rows) and mileage (150 rows) logs
• Side Hustle Summary: month-by-month profit, expenses by category and a set-aside check
• Questions for Preparer, Year over Year (this year vs the last two, with big changes flagged) and a Filing Timeline countdown
• 13 charts in total

★ PERFECT FOR ★
✓ Families getting ready for tax season
✓ Anyone handing their paperwork to a tax preparer
✓ W-2 earners with a side hustle

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download the files right after purchase.
2. On Setup, check the tax year and add your filing status and preparer.
3. Log income, receipts, donations and payments as the year goes on.
4. Tick off documents as they arrive and take everything to your preparer.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• Made for US federal and state returns.
• This is an organizer. It does not calculate your tax and it is not tax, legal or financial advice. Your tax preparer or tax software works out what you owe or get back.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.