Saved source groups.
Quick start
Save your recurring receipt sources once, then reuse them every tax season.
Most families edit this setup once, save a backup file, then clear checkmarks and reuse it next year.
Planner workspace
Track your recurring receipt sources
Changes save automatically in this browser. Save a checklist file when you want a portable backup or next-year starter copy.
Saved places and follow-ups.
Checked off this season.
Start by opening one group and checking your usual sources.
Auto-saved in this browser 2025 Tax Season Showing all items
Waiting for your first change.
No household label added yet.
Progress cards always reflect the full planner, even when the visible list is filtered.
FAQ
Common questions about this tax checklist
This planner is meant to organize your tax prep workflow. It does not calculate taxes or replace professional advice.
Is this a tax calculator?
No. This tool is a customizable organizer for receipts, slips, contacts, and filing tasks. It helps you prepare, not calculate taxes owed.
Can I reuse the checklist next year?
Yes. Save your current planner as a checklist file, then load it later. You can also clear all checkmarks while keeping your custom categories, notes, and contact details.
What can I track inside each item?
Each item supports a title, checked state, notes, contact name, contact email, contact phone, tags, and nested sub-items for follow-up steps.
What if my browser storage gets reset?
Your active planner auto-saves in localStorage for convenience, but saving a checklist file is the best backup if you want something portable outside the browser.