Tools

Tax records, income log and set-aside worksheet

Everything here works on this page with no sign-up, and nothing you type leaves your device. These tools help you organize and plan. They do not contain tax rates, brackets, limits or due dates, because those change by year, and they are general information, not tax advice. For figures, use the IRS instructions for your tax year or ask a tax professional.

Printable checklists and logs

Tax Records and Documents Checklist by SituationA tickable, printable checklist of tax documents to gather for employee, side income, self-employed, investment and homeowner situations. No amounts. Printable Side-Income Record Log (Date, Source, Amount, Expenses)A printable table for recording side income by date, source, amount received and related expenses, so your records support what you report on your return.

Worksheet

Estimated Tax Set-Aside Worksheet (Per-Payment and Monthly)Type in an expected annual tax amount from a professional or the IRS worksheet and split it into equal payments and a monthly set-aside. No rates built in.

Where to get help

The Volunteer Income Tax Assistance (VITA) program offers free basic return help to people who qualify. The Taxpayer Advocate Service is an independent organization within the IRS for problems that are not being resolved. A licensed tax professional can advise on your own situation. IRS Publication 17, Your Federal Income Tax, is the general reference for individual returns.