Individual & Household W-2 Checklist
A quick document roundup for employees, families, and households with more than one job.
Request the free W-2 checklist →D-XIRE Elite Tax · Free resources and organizers
Tax Checklists & Year-End Tax Organizers
Streamline your filing and get organized for tax season. Browse free checklists and expense tracking tools, plus organizers for W-2 households and self-employed filers.
Free resources
Start with practical checklists.
Request the free resources that fit your filing situation. The Shop form collects your email so the selected materials can be sent to you.
1099 & Side-Income Record Checklist
Organize income and supporting records for contract, app-based, delivery, rideshare, and other independent work.
Request the free 1099 checklist →Mixed-Income Checklist
Keep wage records and side-work income information together when both appear in the same tax year.
Request the free mixed-income checklist →Business Expense Tracker
Choose the free spreadsheet, printable tracker, or both to record income and business expenses during the year.
Choose up to two free resources →Organizers for purchase
Browse tax organizers.
Organizers are being prepared for purchase. The Shop will show availability and checkout information before any payment is collected.
Individual & Family Tax Organizer
A structured place to gather household details, income records, dependent information, and questions for your preparer.
1099 & Side-Income Organizer
Organize independent-work income, mileage, home-office details, software, equipment, and other records for review.
Ready to move from organizing to preparation? Explore 1099 independent contractor write-offs and tax preparation or W-2 household credits and mixed-income return support.
Free tax tool
Wondering where your taxes stand?
Explore a preliminary federal estimate for W-2 wages, side income and eligible family credits.
Try the free 2027 tax refund estimatorReady for one-to-one tax preparation support?
Join the Tax Season 2027 waitlist for updates when filing opens.