Document pack
HSA and Dependent Care FSA Planner: Annual Planning Workbook, Receipts Log and Eligible Expense Checklist
Pick your HSA and dependent care FSA amounts at open enrollment and keep the receipts that back them up.
$12 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Households choosing HSA and dependent care FSA amounts, including people newly HSA-eligible through a bronze or catastrophic marketplace plan or direct primary care.
Not the right fit if
You have neither an HSA nor a dependent care FSA, or you need advice on which health plan to choose.
Why it is different
- Covers the 2026 HSA eligibility changes and their effective dates.
- Uses the new $7,500 dependent care FSA limit and the earned income cap.
- Every figure is cited to an IRS revenue procedure, notice or publication.
What is inside
- Annual planning workbook (Excel). HSA limit by months and age, room left after employer money, the dependent care FSA cap, per-paycheck amounts and a receipts log.
- Start here: 2026 and 2027 limits. HSA limits, the bronze, catastrophic, direct primary care and telehealth changes with dates, and the $7,500 dependent care limit.
- Receipts log. A printable log for paper receipts from either account.
- Eligible expense checklist. How to check an expense against IRS Publications 502, 969 and 503.
A look inside
The first pages, as you will get them
Get it
HSA and Dependent Care FSA Planner
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Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
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. A planner for your own figures, not tax, legal, medical or financial advice. Your employer's plan can set lower limits. Not affiliated with the IRS. 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.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The HSA and Dependent Care FSA Planner comes as a zip with three documents, each as an editable Word file and a printable PDF: Start Here 2026 and 2027 Limits, Receipts Log, and Eligible Expense Checklist, plus an Excel workbook (Annual Planning Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
A planner for your own figures, not tax, legal, medical or financial advice.
Is it up to date for 2026 and 2027?
It covers 2026 and 2027 HSA limits, the 2026 HSA eligibility changes and their dates, and the $7,500 dependent care FSA limit. Your employer's plan can set lower limits.
Free sample
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