Digital Tax Filing Organizer

Tax Year & Personal Information

Enter the tax year you are organizing information for and your personal details.

Tax Year:

Full Name(s):

Enter name(s) exactly as they appear on your identification.

Tax Identification Number(s) / Social Security Number(s):

Include for all individuals filing the return.

Date of Birth (Primary Taxpayer):

Contact Information:

Notes on Filing Status:

Note your filing status or any relevant details (e.g., if recently married/divorced).

Dependents

Add details for each dependent.

Dependent Name: Relationship: TIN / SSN: Date of Birth: Notes:

No dependents added yet.

Income Sources

List your sources of income and any relevant details or amounts. Check "Ready" when you have the supporting document (e.g., W-2, 1099, etc.). Amounts are for your reference, not for calculation.

Employment Income (Wages, Salaries): Amount ($): Ready Notes:

Interest Income: Amount ($): Ready Notes:

Dividend Income: Amount ($): Ready Notes:

Business Income (Self-Employment): Net Income ($): Ready Notes:

Rental Income: Gross Rents ($): Ready Notes:

Capital Gains/Losses (Sales of Assets): Ready Notes:

Specific calculation needed for tax filing.

Other Income: Amount ($): Ready Notes:

Custom Income Item

Item Label: Source: Amount ($): Ready Notes:

Deductions & Expenses

List potential tax deductions and expenses. Check "Ready" when you have supporting documents (receipts, statements, etc.). Amounts are for your reference, not for calculation.

Medical Expenses ($): Ready Notes:

May be deductible if they exceed a percentage of your income.

State and Local Taxes Paid (SALT) ($): Ready Notes:

Total deduction may be limited.

Real Estate Taxes Paid ($): Ready Notes:

Part of the SALT deduction limit in some jurisdictions.

Home Mortgage Interest Paid ($): Ready Notes:

Charitable Contributions ($): Ready Notes:

Business Expenses (Self-Employment) ($): Ready Notes:

Requires detailed record keeping.

Education Expenses ($): Ready Notes:

May qualify for a deduction or credit.

Retirement Contributions ($): Ready Notes:

Other Deductible Expenses ($): Ready Notes:

Custom Deduction/Expense Item

Item Label: Amount ($): Ready Notes:

Tax Credits & Other Tax Items

List potential tax credits and other items relevant to your tax return. Check "Ready" when you have supporting documents. Amounts are for your reference, not for calculation.

Child Tax Credit Information: Ready

Eligibility is based on dependent qualifications.

Education Credits ($): Ready Notes:

May qualify for a credit instead of a deduction.

Energy Credits ($): Ready Notes:

Foreign Tax Paid / Credit ($): Ready Notes:

Estimated Tax Payments Made ($): Ready Notes:

Other Credits / Tax Items ($): Ready Notes:

Custom Credit / Other Tax Item

Item Label: Amount ($): Ready Notes:

Review and Export

Review the information you have entered for your tax filing. Click "Download PDF" to save this summary. Information is saved temporarily in your browser.

Fill in details in the other tabs to see a summary here.

Note on Usage:

The information entered into this tool is stored temporarily in your web browser. It is NOT sent to any server or third party. If you close your browser or clear your browser data, the information may be lost unless you download the PDF.

Disclaimer: This tool is for organizing information only and does not provide tax advice or perform tax calculations. Consult with a qualified tax professional for assistance with preparing and filing your tax return.