Document pack
Multi-State Worker Tax Organizer: Workday Log by State, Reciprocity and Exemption Form Checklist, Work-Days Log and Tax-Time Document Checklist
Live in one state, work in another: know which form your employer needs and keep the day count your returns rely on.
$15 one time · Word and PDF · download link by email
Who it is for
Commuters, hybrid and remote employees, and traveling workers who earn wages in more than one state, and the bookkeepers and preparers who help them.
Not the right fit if
Not tax preparation or tax advice; it helps you track workdays and forms so you or your preparer can file. If you live in New Jersey and work in New York, the NJ-NY Two-State Worker Kit goes deeper.
Why it is different
- Every agreement, form and condition comes from the states' own revenue pages, checked November 2026, and each pair is checked from both sides.
- The workbook's reciprocity flags match the free online checker pair for pair.
- Leaves a state blank rather than guess when an official page didn't say.
What is inside
- Multi-state workday log (Excel). One row per workday; totals days and each state's share, and flags every state you worked in: home state, reciprocal agreement (with the employer form), no agreement, or no wage tax.
- Start here. How agreements work, what they don't cover (other income, local taxes), remote days and convenience rules, and the states with no wage tax.
- Reciprocity and exemption form checklist. All 30 agreement pairs in both directions, the work state's certificate (REV-419, NJ-165, MW507, IL-W-5-NR and the rest), the stated conditions, and a forms-on-file log.
- Work-days-by-state log. A printable monthly log of where you physically worked each day, with month and year totals.
- Tax-time document checklist. What to gather for each state with and without an agreement, credit schedules, local taxes, and questions for your preparer.
A look inside
The first pages, as you will get them
Get it
Multi-State Worker Tax Organizer
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not tax advice. Agreements, forms and thresholds change, and your own facts decide the answer; check with a tax professional for your situation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The Multi-State Worker Tax Organizer comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here, Reciprocity And Exemption Form Checklist, Work Days By State Log, and Tax Time Document Checklist, plus an Excel workbook (Multi State Workday Log). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information, not tax advice. Agreements, forms and thresholds change, and your own facts decide the answer; check with a tax professional for your situation.
Is it the right fit for me?
It is made for commuters, hybrid and remote employees, and traveling workers who earn wages in more than one state, and the bookkeepers and preparers who help them. Skip it if not tax preparation or tax advice; it helps you track workdays and forms so you or your preparer can file.
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