Document pack
Tax Document Organizer: Every Form, Every Record, a Folder System and the 2027 Filing Dates
Walk into your tax appointment with every form, nothing missing and nothing to chase.
$19 one time · 14-day full refund · Word and PDF · download link by email
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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
Individuals and families anywhere in the U.S. who use a tax preparer or file on their own, with a New Jersey note.
Not the right fit if
You want your return prepared or filed: this gathers documents and does neither.
Why it is different
- Dates checked against irs.gov and the NJ Division of Taxation.
- Works with any preparer or software.
- Word files to fill in and PDFs to print.
What is inside
- Income documents checklist. W-2, every 1099, SSA-1099, K-1, 1098, 1098-T and 1095-A, with who sends each.
- Deductions and credits records. What to gather for home, family, health, giving and side work.
- Folder system. Ten folders and a file-naming rule for paper or the cloud.
- What changed this year. Twenty yes/no questions your preparer needs answered.
- Key dates for 2027. April 15 and October 15, 2027, federal and New Jersey.
A look inside
The first pages, as you will get them
Get it
Tax Document Organizer
Or pay with PayPal
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. General information, not tax advice. Your preparer decides what you can claim. Not affiliated with the IRS or any state agency. 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 Tax Document Organizer comes as a zip with five documents, each as an editable Word file and a printable PDF: Income Documents Checklist, Deductions and Credits Records, Folder System, What Changed Questionnaire, and Key Dates 2027. 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, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. 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?
General information, not tax advice. Your preparer decides what you can claim.
Is it up to date for 2026 and 2027?
It lists 2027 filing dates, April 15 and October 15, 2027, federal and New Jersey, checked against irs.gov and the NJ Division of Taxation. Updates for later years are not promised.
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