Document pack
Tax Document Organizer: Every Form, Every Record, a Folder System and the 2027 Filing Dates
Walk into your tax appointment with every form, nothing missing and nothing to chase.
$19 one time · Word and PDF · download link by email
Who it is for
Individuals and families anywhere in the U.S. who use a tax preparer or file on their own, with a New Jersey note.
Why it is different
- Dates checked against irs.gov and the NJ Division of Taxation.
- Works with any preparer or software.
- Word files to fill in and PDFs to print.
What is inside
- Income documents checklist. W-2, every 1099, SSA-1099, K-1, 1098, 1098-T and 1095-A, with who sends each.
- Deductions and credits records. What to gather for home, family, health, giving and side work.
- Folder system. Ten folders and a file-naming rule for paper or the cloud.
- What changed this year. Twenty yes/no questions your preparer needs answered.
- Key dates for 2027. April 15 and October 15, 2027, federal and New Jersey.
A look inside
The first pages, as you will get them
Get it
Tax Document 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. Your preparer decides what you can claim. Not affiliated with the IRS or any state agency. 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.
Buy it with the others
Bundle
Side-Hustle Tax Bundle
This product plus 3 more, in one download.
$55 instead of $91 separately
Bundle
Tax Season Ready Bundle
This product plus 2 more, in one download.
$29 instead of $52 separately
Month-End Close Workbook
A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.
$19