Tax Filing and Preparation Tracker

Track and manage all of your tax preparation. Whether you're working with a tax professional or handling it on your own, this will help you keep track of which documents you have and which ones you still need to get so you can streamline your taxes.

Includes a full database to track or you can use a simple checklist. Additionally, there is an AI prompt to help you create your own customized list to import.

Copy it over from year to year to use it again!