Individual Tax Organizer and Checklist Excel for the 2026 tax year — income documents, deductions, a tax estimate, and a filing checklist with a dashboard. Know which forms have arrived, which deductions actually help,…
About this template
Individual Tax Organizer and Checklist Excel for the 2026 tax year — income documents, deductions, a tax estimate, and a filing checklist with a dashboard. Know which forms have arrived, which deductions actually help, and whether you owe before filing day. Built for individual filers who want every W-2 and 1099 tracked, every deduction listed with its receipt status, and an honest estimate of the tax bill — without accounting software. If a form is missing or a deduction does not clear the limit, this workbook shows it before April 15.
$24
Excel & Google Sheets template — instant download on Etsy
Income Documents Checklist — document, source or payer, expected amount, received flag, date received, amount received, and notes for every W-2, 1099, and other form. Amount received fills in by formula when a form is marked Yes.
Deduction Checklist — mortgage interest, property tax, state income tax, charitable cash and noncash gifts, and medical costs, with the deductible amount for each. Medical costs only count above 7.5 percent of AGI.
Tax Summary and Estimate — total income, adjustments, AGI, itemized vs standard deduction, taxable income, estimated federal tax from a 2026 bracket table, withholding, estimated payments, and the refund or balance due.
Filing Checklist and Deadlines — 10 filing tasks with due dates, from collecting the W-2 to paying the balance due by April 15, 2027.
Dashboard — expected and received income, missing documents, deductions, taxable income, estimated tax, balance due, and filing readiness.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Individual Tax Organizer & Checklist track?
The Individual Tax Organizer & Checklist tracks Income Documents Checklist; Deduction Checklist; Tax Summary and Estimate; Filing Checklist and Deadlines; Dashboard.
What do the example numbers show?
The included example shows: 6 documents; expected income 79,170; received 70,280; missing 8,890 across 2 documents (1099-NEC 8,250 and 1099-B 640).
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.