What's inside the tax document organizer
- Document Checklist
- Income Log
- Deductions Log
- Charitable Giving
- Quarterly Payments
- Key Dates
- Questions for My Preparer
- Year Summary
- Notes
See every page
All 13 pages of the US Letter version, exactly as they print. Tap a page to see it larger.
- 1. Cover
- 2. This Organizer Belongs To
- 3. Contents
- 4. Document Checklist
- 5. Income Log
- 6. Deductions Log
- 7. Charitable Giving
- 8. Quarterly Payments
- 9. Key Dates
- 10. Questions for My Preparer
- 11. Year Summary
- 12. Notes
- 13. Thank you page
Who this tax document organizer is for
This organizer is for households, freelancers and small business owners who want tax season to feel calm. It suits anyone who scrambles for receipts every spring, side hustlers with income from several places, and people who work with a tax preparer. Keeping records all year saves time, stress and missed deductions.
How to use your tax document organizer
Print the document checklist at the start of the year and tick items off as forms arrive. Log income from each source and record deductible expenses on the deductions log. Note charitable gifts with dates and amounts. If you pay estimated taxes, record each quarterly payment. Mark key dates, and write questions for your preparer as they come up. Finish with the year summary.
Formats included
A4 PDF
For printing in most of the world (210 × 297 mm).
US Letter PDF
For printing in the US and Canada (8.5 × 11 in).
Digital PDF
Hyperlinked tabs for tablets and PDF annotation apps.
Ready to start?
Free downloadTax Document Organizer questions
Is this tax advice?
No. It is an organizing tool. Check rules with a tax professional. Other pages in the 13-page tax document organizer include "Document Checklist", "Income Log" and "Deductions Log", so related notes stay together. Every page is undated, so you can start any day and reprint a page whenever it fills up.
Is it useful for freelancers?
Yes. The income log and quarterly payments page suit self-employed work. Other pages in the 13-page tax document organizer include "Document Checklist", "Income Log" and "Deductions Log", so related notes stay together. Download it free, print only the pages you need and add more copies of any page later.
Can I use it every year?
Yes. It is undated, so print a fresh set each tax year. Look for the "Year Summary" page in the 13-page tax document organizer. Every page is undated, so you can start any day and reprint a page whenever it fills up.
Is the Tax Document Organizer really free?
Yes, the Tax Document Organizer is completely free for personal use. Download the 13-page PDF without an account or email address, print it at home as often as you like and share the page link with friends. FolarraStudio is free to use. In the future, a few clearly labeled ads may help keep it free.
What size is the Tax Document Organizer?
The Tax Document Organizer comes in A4 (210 x 297 mm) and US Letter (8.5 x 11 inches), plus a hyperlinked digital PDF for tablets. Choose the file that matches the paper in your printer and print at Actual size or 100%, so nothing is cut off. Both paper sizes have the same 13 pages.
