Tracker
Family Budget and Debt Tracker
Plan each month, pay off debt faster and give your tax refund a job before it arrives.
$12
In stock · instant download
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TrackerPreview of the real file. Example rows are shown in grey; you type over them.
8-Year Tax Records Organizer
Know what you have, where it is, and when each tax paper is safe to shred.
$12
In stock · instant download
- Instant download
- Card or PayPal
- Excel, Google Sheets, Printable PDF
What is included
- 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 is 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.
Download, formats and refunds
Your files download right after payment and a link arrives by email. Spreadsheets open in Excel or Google Sheets; PDFs fill in on a phone or computer. If anything is wrong with a file, email us and we will fix it or refund you.
Sharing with clients
The files carry no business name or logo. Each one has a blank box for the tax professional’s details, so preparers can hand them to their own clients.
Bring it to your appointment.
Every template ends with a summary your preparer can use straight away. Book a free consultation when you are ready.
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For record-keeping only. Not tax, legal or financial advice. Tax rules change; confirm figures with a tax professional before you file.
Ready when you are.
Book a free first consultation, call us, or stop by the office. We will explain what we can do and what it will cost before any work begins.