Excel + Google Sheets + Printable PDF
Year-End Money Close-Out & Tax Prep Organizer
Tax season is calmer when everything is already in one place. Check off common tax documents as they arrive, log receipts all year, and close out the year with your own numbers and next year's goals. It organizes your paperwork; your tax preparer or software handles the rest.
$5.99
Features
- Checklist of common tax documents
- Status + where each one is saved
- Year-round receipts + mileage log
- Totals by category for your preparer
- Year-in-review + net worth change
- Next year's goals + prep questions
How it works
- Mark which documents apply to you.
- Check them off as they arrive and note where they're saved.
- Log receipts and mileage through the year.
- Hand the organized totals to your tax preparer or software.
What you get
- KM-Year-End-Tax-Prep-Organizer.xlsx: Documents checklist, Receipts Log, and Year in Review tabs with an Instructions tab, filled-in Example tabs, and blank 'My' tabs
- 5 printable pages in US Letter and A4: document checklist, receipts log, giving + mileage log, year in review, goals + prep questions
- 1-page How-to PDF with your Google Sheets copy link
Details
| Formats | Excel + Google Sheets + Printable PDF |
|---|---|
| Printable pages | 5 (US Letter and A4) |
Good to know
- Instant digital download. No physical item will be shipped.
- Works with Microsoft Excel (desktop) and Google Sheets (free Google account). No macros. Formula cells are locked (no password).
- Colors may look slightly different on your screen and printer.
- For personal use only. Please don't resell or share the files.
Pairs with our Net Worth Tracker and the Side Hustle Bookkeeping Sheet.
Refunds
These are instant digital downloads, so all sales are final. If a file won't open or is damaged, email service@kmfinancialgroups.com within 30 days and we'll send a replacement or refund your purchase.
IMPORTANT: Organizer only. Not tax, legal, financial, or investment advice, and not a substitute for a tax professional or official IRS guidance. It does not tell you what is deductible or how to file. Tax rules change every year, so check IRS.gov or a qualified tax preparer for your situation. State tax rules differ and may change; check your state's tax agency. Not affiliated with the IRS. Example numbers are made up; your results will vary.
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