Tax Prep Planner Layout To Do List

Share This Post

Check out the Free Resource Library for planner related printable PDF’s and digital products.

Tax Prep Planner Layout

In the video linked above, I walk through how I create my tax prep planner layout every year.

I find this layout helps me organize all of the information I need to pull together and it also allows space for questions – including a way to document the additional items my tax professional may request.

I find it helpful to include this information in my planner every year because it is nice to have an archive to refer when I start thinking about preparing for taxes again the next year.

Tax Prep Planner Layout

Please note my DISCLAIMER 

  • I am NOT a tax professional. This video is NOT intended to show WHAT a person should be putting on their to-do list to prepare for their taxes.
  • This is just to show HOW I create my layout to organize my “taxes” to-do list every year.
  • Please consult with your own tax professional on exactly what information you need to collect for your particular situation.
Items used in this video:

As an Amazon Associate I earn from qualifying purchases. Some links on this blog post may be affiliate links that can result in small commissions & help support the site.

More To Explore

2/4 Profile Human Design
Human Design

2/4 Profile Human Design

Are you a 2/4 profile in Human Design? This post is intended to be a high level guide to the 2/4 profile. It is important

Three of Swords Tarot Guide
Tarot

Three of Swords Tarot Guide

This post is intended to be a mini Three of Swords Tarot Guide. It is important to mention that the longer you work with the