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

$9 one-time · or get all 3 kits for $29 in the bundle

Instant download after checkout through Gumroad. Includes the workbook and the printable PDF. All sales final; see the refund policy.

Who it's for

Households, W-2 earners, retirees and anyone who meets with a tax preparer.

What's inside

You and your household (IDs, dependents, life changes)
Income documents (W-2, 1099s, SSA-1099, K-1s and more)
Deductions and credits (1098s, childcare, education, charitable receipts)
Self-employment and side business basics
Health coverage (1095-A) and estimated payments log
Prior-year return, IRS letters and refund bank details (as a reminder, not a place to type numbers)
Questions-for-your-preparer page
Key 2026 figures page and a full IRS sources list

Progress summary that counts what you have and what you still need.

Details

Formats	Google Sheets (import the .xlsx), Excel (.xlsx), printable PDF
Size	13-page PDF; 12-tab workbook
Tax year	2026 (returns filed in 2027)
Sources	IRS publications, forms and instructions, listed with links and retrieval date inside the kit. Items from draft IRS forms are labeled DRAFT.
Review	Reviewed by a tax preparer before release.

Educational, not tax advice. This kit helps you keep records. It doesn't tell you what to claim, how much tax you owe, or how to file. Not affiliated with or endorsed by the IRS.