Get Organized Before You File, Minus the Stress

Welcome to FileTax’s free tax-organizer hub. Download IRS-approved checklists and worksheets that help W-2 earners, 1099 contractors, landlords, and small-business owners gather every document fast, so you file accurately and keep more of your refund.

Why Use a Tax Organizer?

Let’s be real: tax prep can be a lot. But with the right tools, it doesn't have to be. These handy organizers simplify the prep process so you can hit “submit” with confidence and maybe even peace of mind.  Organizers like these help you get every deduction ready before filing or requesting a tax extension.

Download Your Tax Organizer PDFs

All links open official IRS or tax prep documents in PDF format. No spam. No surprises.

Employee & Side Hustle Worksheets

• Form W-4: Employee’s Withholding Certificate (PDF)
  Tune your paycheck withholding so you’re not hit with surprises when tax time comes.
• Tax Withholding Estimator (Online Tool)
  It helps you fine-tune your withholding, especially with side gigs or variable income.
• Tax Withholding and Estimated Tax (Publication 505 PDF)
  Breaks down the withholding details, estimated tax payments, and how to avoid surprise penalties.

Self-Employed & Schedule C Worksheets

• Schedule C Organizer (PDF)
  Track your biz income and expenses with zero guesswork.
• Schedule C Instructions (PDF)
  Because even pros need a little guidance.
• Home Office Deduction Worksheet (Form 8829)
  That guest room you turned into an office? Yep, it's deductible.
• Depreciation and Amortization (Form 4562)
  For tracking those business gadgets and gear.
• Form 1040-ES: Estimated Tax for Individuals (PDF)
  Use this worksheet to calculate and pay quarterly estimated taxes for self-employed income. 

Landlord, Farming, & Investment Worksheets

• Rental Income Log (Schedule E PDF)
  Maximize those property profits with clean documentation.
• Capital Gains Prep Sheet (Form 8949 PDF)
  Bought low, sold high? Here's how to track it.
• Farm Income Organizer (Schedule F PDF)
  Wrangle your revenue and expenses with farm-fresh precision.

Bonus Round: Life Happens

• Dependents & Deductions Checklist (Publication 503 PDF)
  Because kids, caregiving, and education all count.
• Education Credits Worksheet (Form 8863 PDF)
  Student loans and tuition expenses? Covered.

Pro-Level Additions

Advanced & Compliance Guides

• International Business Ownership (Form 5471 Instructions)
  Own part of a foreign corporation? This is a must-read.
• Nonprofit Status Guide (Publication 557)
  For 501(c)(3)s and beyond, stay tax-exempt the smart way.

IRS Payment Help

• Collection Info Sheet (Form 433-A)
  Preps you for IRS installment plans.
• Offer in Compromise Booklet (Form 656-B)
  When you need to settle tax debt for less than you owe.

General Tax Guidance

• Your Federal Income Tax Guide (Publication 17)
  Everything you didn’t know you needed to know about taxes.
• Travel, Gift & Car Expenses (Publication 463)
  Deduct every mile, meal, and meeting.

Why Use These Organizers?

• Speeds up tax prep
• Helps you avoid overlooked deductions
• Keeps every doc in one place
• Impress your tax pro

Tips for Faster Filing

• Save the PDFs and reuse them each year.
• Use them as a checklist before uploading to your tax pro or platform.
• If you're working with us, we love it when clients show up organized (and so does your refund).

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You have the documents, we have the technology and team. Let’s make tax filing the easiest thing you’ll do this season.