Tax Organizer Spreadsheet 2026

About this download

Tax organizer spreadsheet for Google Sheets: get your tax year organized before filing season. This Tax Prep Organizer keeps your tax documents, deductions, charitable giving, mileage, receipts and quarterly estimated tax payments in one spreadsheet, then pulls it all onto one Accountant Summary page for your tax preparer. Made for personal filers and anyone with a side hustle or 1099 income. An Excel file is included for the latest Microsoft 365 (Office 365 Desktop App).

𝗪𝗛𝗔𝗧'𝗦 𝗜𝗡𝗦𝗜𝗗𝗘: 𝟏𝟎 𝗧𝗔𝗕𝗦

• Start Here: how it works, plus the Show sample data checkbox
• Dashboard: deductions logged, charitable giving, mileage deduction, estimated tax paid and documents in, with 3 charts (deductions by category, estimated tax by quarter, documents), status chips, the forms you are still waiting for and your next estimated payment
• Setup: names, filing status, tax year, state, tax preparer and appointment, your own mileage rates (with an optional mid-year rate change), home office size (business use percent) and 14 deduction categories you can rename
• Documents: 23 common tax forms and records (W-2, 1099-NEC, 1099-K, 1099-INT, 1099-DIV, 1099-B, 1098, 1098-T, 1098-E, 1095-A, 5498 and more), each marked Received, Waiting or Not needed, with a Late flag
• Deductions: date, category, description, who you paid, amount, receipt kept and where it is saved, with totals by category
• Charity: gifts of cash, check, card or goods, with a reminder to get a written letter for any single gift of $250 or more
• Mileage: Business, Medical and Charity trips by miles or odometer readings, at the rates you type, picked by trip date
• Receipts: where every receipt is saved and its file name
• Estimated Tax: four quarterly due dates with federal and state amounts planned and paid, and a status for each quarter
• Accountant Summary: one print-ready page with every total for your tax preparer, plus notes

𝗪𝗛𝗔𝗧 𝗬𝗢𝗨 𝗚𝗘𝗧

• Google Sheets template: a link to make your own copy (a Google account works)
• Excel version (.xlsx) for the latest Microsoft 365 (Office 365 Desktop App)
• Start Here PDF with your make-your-copy link and a short guide to every tab, check and status

𝗪𝗛𝗬 𝗬𝗢𝗨'𝗟𝗟 𝗟𝗢𝗩𝗘 𝗜𝗧

• No formulas to write: white cells are for typing, shaded cells calculate
• Every row checks itself: Outside tax year, Category not on Setup, Add a date, Add an amount, Find the receipt, Refund
• Only entries dated in your tax year count, so you can keep logging into next year without messing up totals
• Mileage uses the rates you type: type the IRS rates for your year; rates can change mid-year, so Setup has a second dated rate and each trip uses the rate for its date
• Sample data checkbox: tick it to see an invented household filled in, untick it to start fresh; the 23 document names and 14 category names stay

𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦

1. Buy and download the Start Here PDF with your link.
2. Fill in Setup, then check off documents and log deductions, gifts, trips, receipts and estimated payments as the year goes. Hand the Accountant Summary to your preparer.

ℹ 𝗚𝗢𝗢𝗗 𝗧𝗢 𝗞𝗡𝗢𝗪

• This is an organizational tool, not tax advice. It does not decide what you can deduct. Check current rules, rates and due dates with the IRS, your state or your tax preparer.
• This is a digital download. Nothing physical is shipped.
• Developed for Google Sheets; an Excel file is included for the latest Microsoft 365 (Office 365 Desktop App). In Excel the sample data switch is a TRUE or FALSE cell, and the file opens with the sample hidden.
• Everything stays in your own copy. Nothing connects to a bank, the IRS or tax software.
• Listing images show invented sample data.
• For personal use only.

Designed by me, created using AI tools.

The Etsy listing is the final source for what is included. See it on Etsy.