Keep It Filed
A household document organizer
What to Bring Your Preparer
Gather everything your tax preparer will ask for, section by section, with Have / N/A / Need tick boxes.
- Google Sheets
- Excel (.xlsx)
- Printable PDF
Tax year 2026 kits
Keep your tax paperwork organized all year.
Tax-season organizers and checklists, so your paperwork's ready for your preparer.
Fillable Google Sheets and Excel workbooks plus printable PDFs for freelancers, 1099 contractors, small-business owners and households.
Educational, not tax advice. Not affiliated with the IRS.
Organizing, not advising
Our kits help you gather and track records. Your tax preparer decides what to claim.
Built from IRS sources
Every kit lists the IRS publications and forms it draws on, with the date we checked them.
Reviewed by a tax preparer
Each kit is reviewed by a working tax preparer before release, then re-checked when IRS forms are final.
The kits
Records organizer for freelancers
1099 Contractor Kit
Track payers, income, expenses and mileage all year, and line up your 1099s against your own records.
- Google Sheets
- Excel (.xlsx)
- Printable PDF
December-to-January wrap-up
Small-Business Year-End Checklist
A year-end timeline, documents list, asset and contractor lists, and the key 2027 filing dates in one place.
- Google Sheets
- Excel (.xlsx)
- Printable PDF
Best value
3-Kit Bundle
All three kits in one download: What to Bring Your Preparer, the 1099 Contractor Kit and the Small-Business Year-End Checklist. Each comes with its workbook and printable PDF.
$29 (separately $38)
Buy the bundle — $29Secure checkout through Gumroad. All sales final; see the refund policy.
How it works
- Pick a kit.
Download the workbook (open it in Google Sheets or Excel) and the printable PDF. - Fill it in as the year goes.
Log income, expenses and miles, and tick off documents as they arrive. - Hand it to your preparer.
Bring the totals, the checklist and your questions page to your appointment.