About this template
The Tax Document Organizer tracks every W-2 and 1099 as it arrives, scores your completeness, and keeps your refunds, payments and deadlines by year. The Tax Season Checklist is the one-page companion: what to gather and exactly what to hand your preparer. The Freelancer & 1099 Dashboard covers the self-employed side all year — client income, expenses, mileage and the quarterly estimated-tax tracker. Bought separately they are $10.99; the pack is $9. Organizers only — not tax advice and not a substitute for a preparer. Bought separately: $10.99. In this pack: $9.00. You save $1.99 — and every file is the full version from its own listing, with its Start Here sheet and fictional SAMPLE data included.
What's inside
- Tax Document Organizer Dashboard — the full product from its own listing, as an editable spreadsheet (.xlsx) plus a printable PDF render.
- Tax Season Checklist — the full product from its own listing, as an editable spreadsheet (.xlsx) plus a printable PDF render.
- Freelancer & 1099 Dashboard — the full product from its own listing, as an editable spreadsheet (.xlsx) plus a printable PDF render.
How it works — 3 steps
- Download the ZIP from Etsy (Purchases and reviews → Download files) and unzip it on your computer.
- Read the pack's Start-Here PDF: it lists what's inside and which dashboard to open first.
- Open each spreadsheet in Excel (click Enable Editing) or upload it to Google Drive for Sheets (File → Make a copy, and work in your copy). Type only in the pale-yellow cells; totals, countdowns and scores update by themselves.
You never build or fix a formula. Type only in the pale-yellow cells — the formula cells are protected (no password) so the math can't be broken by accident. Fictional SAMPLE rows, clearly marked, show you the format; delete them and the file is yours.
What you need
Microsoft Excel, or Google Sheets (free with a Google account). One file works in both. A desktop or laptop is best for setup — a phone screen is too small. A way to unzip a ZIP file (built into Windows and macOS).
Instant download
This is a digital download — no physical item will be shipped. After purchase, go to Etsy → Purchases and reviews → Download files, save the file to your computer first, then open it in Excel (click “Enable Editing”) or upload it to Google Drive for Sheets (then File → Make a copy, and always work in your copy).
License
Personal use only — for your own household. Please do not share, resell or redistribute the file.
Questions
Do I get all three full products?
Yes — the same files as the individual listings: two dashboards and the checklist, each as .xlsx + printable PDF, in one ZIP.
Does the pack prepare my taxes?
No. These are organizers: documents, deadlines, income and expense tracking. Pair them with your usual tax software or accountant.
Are the 2027 dates already in?
Yes — the organizer's deadline calendar is preset for the 2026 tax year filed in 2027 (Tax Day Thursday, April 15, 2027; Q4 estimate Tuesday, January 18, 2028), and every date sits in an editable yellow cell.
Does it work in Google Sheets as well as Excel?
Yes — every .xlsx works in both.
Is this a subscription or an app?
Neither. One payment, files yours to keep.