Tracker
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
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TrackerPreview of the real file. Example rows are shown in grey; you type over them.
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
- Instant download
- Card or PayPal
- Excel, Google Sheets
What is included
- Monthly budget: plan versus actual, all 12 months
- Debt payoff plan with snowball or avalanche order
- Savings goals with a monthly target for each
- Refund plan that splits your refund before it lands
Who it is for
- Families who want a clear monthly plan
- Anyone expecting a tax refund
- People paying off cards or loans
Good to know
- Categories can be renamed to suit your family.
- Works on a computer or phone with Excel or Google Sheets.
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.
Save with a bundle
Tax Prep Bundle4 templates, including this one$39$55Save $16
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.