Kits for tax year 2026

Each kit includes a fillable workbook for Google Sheets or Excel and a printable PDF.

A household document organizer

What to Bring Your Preparer

Gather everything your tax preparer will ask for, section by section, with Have / N/A / Need tick boxes.

Google Sheets
Excel (.xlsx)
Printable PDF

$9See what's inside

Records organizer for freelancers

1099 Contractor Kit

Track payers, income, expenses and mileage all year, and line up your 1099s against your own records.

Google Sheets
Excel (.xlsx)
Printable PDF

$15See what's inside

December-to-January wrap-up

Small-Business Year-End Checklist

A year-end timeline, documents list, asset and contractor lists, and the key 2027 filing dates in one place.

Google Sheets
Excel (.xlsx)
Printable PDF

$14See what's inside

Best value

3-Kit Bundle

All three kits in one download: What to Bring Your Preparer, the 1099 Contractor Kit and the Small-Business Year-End Checklist. Each comes with its workbook and printable PDF.

$29 (separately $38)

Buy the bundle — $29

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Educational, not tax advice. These kits help you organize records. They don't tell you what to claim or how much tax you owe. Not affiliated with the IRS.