Templates / For the paperwork, not the sums
Tax Season Folder
People who gather their own paperwork before someone else files it.
Not one number that could go out of date.
$6.99
Instant download · No account · All nine device editions
| Pages | 40 |
|---|---|
| Editions | mono, colour |
| Variants | standard |
| Devices | reMarkable 2, reMarkable Paper Pro, reMarkable Paper Pro Move, Kindle Scribe, Kindle Scribe Colorsoft, Supernote Manta, Boox Note Air, A4 Print, US Letter Print |
| Format | Hyperlinked PDF, one file per device |
| Updates | Included, for as long as the template exists |
- 40 pages that hold your paperwork together, and not one number that could go out of date
- No rate, no threshold, no allowance, no deadline, no form number, no form name and no tax authority category appears anywhere in this file
- All of those differ by country, by state, by your status, and they change every year - and unlike a stale planner date, a stale tax number is one somebody might act on
- Nothing here is tax advice, and the reference page says so in its first sentence
- What it removes is not calculation. It is the six weeks of hunting for things, re-sending things you already sent, and finding in April that you cannot locate the document behind the largest number
- A handover register: what you gave, to whom, on what date, in what form, and what came back
- Because the most common failure among otherwise organised people is not knowing what they have already sent
- A what-changed-this-year page - moved, married, separated, a new source, a source that ended, sold something, someone born or died. The same list in every country, and no template asks
What is inside
Forty pages that hold your paperwork together, and not one number that could go out of date.
WHAT IS NOT IN THIS FILE
No rate. No threshold. No allowance. No deadline. No form number, no form name, and no category from any tax authority anywhere.
All of those differ by country, by state or province and by your own status, and they change every year - and unlike a stale date in a planner, a stale tax number is one somebody might act on. A template that prints a threshold will eventually be wrong in a way that costs its buyer money.
Nothing in this file is tax advice, and the reference page says so in its first sentence.
WHAT IT ACTUALLY DOES
It is a gathering system. The work it removes is not calculation - it is the six weeks of hunting for things, re-sending things you already sent, and discovering in April that you cannot find the one document that proves the largest number.
None of that work is jurisdictional. All of it is the same everywhere.
THE HANDOVER REGISTER
What you gave, to whom, on what date, in what form, and what came back - with a column for what was still outstanding afterwards.
The most common tax-season failure among otherwise organised people is not knowing what they have already sent. So they send it twice, or they assume they sent it and did not.
WHAT CHANGED THIS YEAR
Moved, married, separated, a new source, a source that ended, sold something, bought something, worked somewhere else, someone born or died.
Those are what make this year's paperwork different from last year's. It is the same list in every country, no template asks, and it sits first on purpose.
ALSO INSIDE
· Income by source, with an evidence column - because the number is not the problem, finding what proves it is
· Outgoings with a category column you fill in yourself, because a printed list of categories is one tax authority's list and probably not yours
· A document register: what it is, who issues it, have you got it, and where it is
· A questions page for whoever files it, written when you think of them rather than in the meeting
· An after page for what to do differently before next year
Hyperlinked throughout. Mono and colour, every device edition in the box. Personal use.