Tax Season Organizer

Get every tax document, number and receipt in one place before you sit down to file your 2026 taxes. The Tax Season Organizer is a spreadsheet for US households getting ready for tax time in early 2027. Check off your W-2s, 1099s and 1098s as they arrive, list your income, log expenses and mileage you want to ask your tax preparer about, and track estimated payments. The dashboard shows how many documents you've received, what you're still waiting on, and your totals by category. IMPORTANT: This is an organizer only, not tax advice. It does not tell you what is deductible or taxable. Check with a tax professional about what applies to you. WHAT'S INCLUDED • Dashboard: documents received vs. needed with a progress bar, a "still waiting on" list, totals for income, tax withheld, expenses, mileage and estimated payments, plus two charts • Documents checklist: 25 common forms pre-listed (W-2, 1099-NEC, 1099-K, 1099-INT, 1099-DIV, 1099-B, 1098, 1098-T, 5498 and more) with status, issuer, who it's for, date received and where it's stored, plus 15 spare rows • Income summary: gross amount, federal and state tax withheld for up to 40 sources • Expense log: 500 rows, 14 categories you can rename, receipt status, and a check for entries dated outside the tax year • Mileage log: 400 trips, odometer readings or typed miles, value at the per-mile rates you enter • Estimated payments tracker: federal and state quarters with planned, paid and status • Setup tab and Start Here guide • Two files: a blank organizer and a filled-in example WORKS WITH • Microsoft Excel (2010 or later, Windows and Mac, and Excel online) • Google Sheets (free): upload the file to Google Drive and open it with Google Sheets HOW IT WORKS 1. Purchase and download instantly from your Etsy Purchases page. 2. Open the file in Excel, or upload it to Google Drive and open it in Google Sheets. 3. Fill in the Setup tab, then mark documents and log entries as they come in. PLEASE NOTE • This is a digital download. No physical item will be shipped. • Organizer only, not tax advice. It does not calculate your tax or decide what you can deduct. Check with a tax professional. • Mileage rates are entered by you, and due dates should be confirmed with the IRS and your state. • Amounts are in US dollars ($). For personal use. Please don't resell or share the file. How we make it: Every Penny & Pencil template and worksheet is designed in-house with AI-assisted tools, then each page, formula and answer key is checked and tested before it is listed. Questions? Send us a message. We usually reply within a day.