The Tax Ready Workbook
$47
Most tax stress doesn’t come from April. It comes from the eleven months before it, when receipts pile up and nobody is keeping track.
The Tax Ready Workbook gives you one place to write it all down, ten minutes a month. Your income, your expenses, your miles, your questions, and the dates that matter. By the time you meet with your tax preparer, the hard part is already done.
What’s inside:
Start Here: your profile, the year at a glance, and a simple 10-minute monthly reset
The 12 Months: an overview, income log, expense log, month-end close, and notes pages for every month
Quarter pages: a review and a plan after March, June, September, and December
Key Dates: usual federal due dates, with blanks for this year’s dates and your estimated payments
Documents: checklists for the forms and papers your preparer will ask for
Records and Bookkeeping: setup, categories, mileage, invoices, bills, and equipment logs
Year-End and Filing Season: annual totals and everything to bring to your preparer
How it works:
Fill it in on your computer in Adobe Acrobat Reader or Mac Preview, or print it and use a pen
Use it any year. Dates are left blank so you can fill in the current ones
It’s built to pair with the Tax Ready Index Card System, tab for tab, and works on its own too
Who it’s for: individuals and families, 1099 workers, and small-business owners who want a calm, organized tax season.
This workbook is for organizing and recording. It is not tax, legal, or accounting advice, and it doesn’t decide what is deductible. Figures and amounts come from your tax preparer or IRS.gov.