W-2 & Family Document Checklist
Common records for working households and families, including income, childcare, education, and other relevant items.
Request this checklistD-XIRE Elite Tax · Shop
Checklists for your next step.
Find free tax resources in one place. Request a checklist or the business expense tracker by email.
Free checklists and the expense tracker are delivered by email after you submit the request form.
D-XIRE / ELITE TAX
Free tax tools and organizers in one place.W-2 · 1099 & side income · mixed income
Free tax tools and organizers in one place.Free checklists and tools
Browse free resources.
Choose up to two free checklists or tools in the form. The business expense tracker is available as an Excel workbook and a printable PDF.
1099 & Side-Income Record Checklist
Records for freelancers, contractors, delivery and rideshare drivers, salon professionals, and other independent workers.
Request this checklistMixed-Income Checklist
For people who have wages from a job along with independent, gig, or side-work income in the same year.
Request this checklistBusiness Expense Tracker
Keep business income and expenses organized throughout the year. Choose the Excel workbook, the printable PDF, or both on the form below.
Choose up to 2 free resourcesRequest your free copy
Choose up to two free resources.
Select up to two free checklists or tracker versions in the form below. The Excel and printable tracker versions are separate choices.
- Use a valid email address so the download can reach you.
- Any marketing reminders are optional and controlled by the choices in the form.
- Please do not enter Social Security numbers, tax documents, or identity details.
These checklists help organize records. They are general information and do not replace tax advice or determine what applies to your return.
D-XIRE Elite Tax · Free checklist request
Form not loading? Open the secure checklist request form.
Your contact details are used to send the checklist and for any communication choices you select in the form. Please review the form’s consent options before submitting.
Organizers for purchase
More room for the details.
Preview digital tax organizers currently being prepared for purchase. Pricing and checkout details will appear before sales open.
Individual & Family Tax Organizer
A guided place to collect household details, income records, dependents, and questions for your preparer.
1099 & Side-Income Organizer
For independent workers who want to summarize income sources, work activity, and supporting records.
Sales have not opened yet. These are previews only; no payment is collected here. Each organizer helps organize records and does not determine what is deductible or which forms your return requires.
Planning to file for Tax Season 2027?
Join the D-XIRE Elite Tax waitlist to hear when filing opens.
D-XIRE Referral Partner Program
Earn $50–$300 per qualifying referral.
Apply to join the 2027 program. Approved partners can earn rewards when a new client completes eligible tax preparation and either pays or receives a refund. Rewards follow non-retroactive tiers.
Explore the referral program
Share D-XIRE.Get rewarded.
Tax Season 2027
Join the 2027 Tax Season WaitlistNeed virtual tax preparation support?
Join the waitlist for updates when filing opens.