EDITABLE LIGHT BLUE Tax planner printable organizer Household Binder cover chevron template finance money management tool tabs editable pdf
Product Info
It's never too early to get organized and prepared for tax season. Make tax time 'fun' (or at least less painful) with this printable tax planner!
There are a massive 222 pages included! All pages are EDITABLE except the covers and dividers! Please scroll to the bottom of the listing for more information about editable PDF files.
Once purchased, these sheets can be printed as many times as you like! (for personal use only). You can use them year after year.
This listing is for the LIGHT BLUE version. If you'd like a different color see http://etsy.me/2fHlZLV
Files will be available for INSTANT DOWNLOAD shortly after purchasing. Please check the email account you have associated with Etsy for an email containing the link to the download page.
To learn more about the tax planner, take a closer look at the included pages ad see how I use them to organize my taxes see this post from my blog: http://www.allaboutthehouseprintablesblog.com/how-to-organize-taxes-with-a-printable-tax-planner/
For half size printing instructions, please see this post from my blog: http://www.allaboutthehouseprintablesblog.com/faq/printing-tips/ (tips 2 & 3)
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Prefer to budget using Excel? See: http://etsy.me/2rpuDBA
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222 PAGES INCLUDED:
- Cover and spine that says 'tax Planner'
- Preparing for filing taxes – 4 page checklist
- Page 1 includes everything needed to file taxes, preparing to file including goal due dates so you file on time, what to do after you file, record of quarterly taxes paid
- Page 2 – checklist of categories of income and expenses – use 1 page per person e.g., one page for you and 1 page for your spouse
- Page 3 – Information outstanding (keep a list of documents still needed in order to prepare filing – avoid visiting the accountant multiple times or annoying them with numerous emails – which will also mean you are charged more!) – use 1 page per person e.g., one page for you and 1 page for your spouse
- Page 4 – checklist to record to do’s before filing (blank so you can enter things specific to you, your business, your family etc.) – use 1 page per person
- Tax deductions checklist – blank checklist for you to list all the deductions you claim year after year – then just print and check them off and re-use year after year
- Tax deductions checklist – master (10 pages) – 1 page per type of expense (9 main categories) plus 1 page to list things you can’t claim. These are very helpful lists that can be re-used year after year (plus the pages in this planner are editable so you only need to add the items once and can update if required!) – perfect if you have a lot of items to claim and file receipts by expense category - keep this as a master list of tax deductions you claim each year (this sheet is ideal if you have a business or part-time income in addition to your day job/have a lot of items to claim and don’t want to accidentally forget anything!) Blank so you can fill in those items relevant to you and the tax laws of the country you live in.
- Tax deductions categorised – same as above but 2 categories per page (if you don’t qualify for many tax deductions these are good summary pages) – also includes a blank page for you to add your own categories! (5 pages)
- Donations tracker
- Mileage tracker (portrait and landscape page orientation – if you want a bit more room to write (2 pages)
- Estimating Taxes – use this sheet to fill in all your income and expenses. I recommend using last year’s taxes as a baseline. Enter your income less the total deductions from each category on the tax checklist to determine how much tax you are likely to have to pay this year, then convert this into an estimated monthly taxes payable to assist family budgeting (or for your business). Avoid a nasty debt due notice you haven’t budgeted enough for! (includes both $ and pounds versions)
- Tax – list all income and deductions to give an after tax total (simpler version of the above page)
- Tax savings or payments – use this to record either money you set aside periodically in preparation for when taxes are due, or to record tax payments when you make them.
- Tax budgeting - You can use this page weekly or monthly depending on when you do your budgeting/book-keeping. A great sheet to use to ensure you’re setting aside enough money to avoid a nasty tax debt you can’t afford!
- Accountant comparison – compare fees, what’s included, turnaround time etc. to help you choose the right accountant
- Estimating deductions
- Questions for the accountant
- Reimbursed expenses (portrait and landscape page orientation - 2 versions - one with expense category and one without)
- Account info – keep your bank account details handy – you’ll need them when filing your taxes!
- Income tracker (includes a section to record by category id you have multiple income streams)
- Recurring expenses (2 pages) – keep track of which expenses are recurring and when they’re due each month (helps you budget and also determine how much you can tax deduct) - you can plan all 12 months of the year on 2 pages
- Subscriptions and memberships tracker
- Wish list – perfect for bloggers & business owners. Keep track of items you want to buy and if you need some extra tax deductions just consult your list. It will also help you prioritize those that you want the most as you can see what other investments you’re trading off by choosing one and not another (there’s a column for you to record whether it’s a low, medium or high priority)
- Travel expenses – record any tax deductible travel-related expenditure such as accommodation, food, conferences & seminars entry fees, transportation etc. There’s also a column to record whether you’ve tax deducted it or been reimbursed by your employer. If the expense incurred while travelling is something you can’t tax deduct or be reimbursed for, I recommend still recording it on this page and you can then transfer it to your normal budget. If you need a weekly or monthly budget printable, the tax planner coordinated with the finance binder or the updated budget binder.
- Work expenses – same as the travel expenses page but for work expenses
- Vehicle expenses – same as the travel expenses page but for vehicle expenses
- Education expenses – same as the travel expenses page but for education expenses
- Property expenses – same as the travel expenses page but for property expenses and without the reimbursed column (as these are not expenses paid by your employer)
- Blogging expenses – same as the property expenses page but for blogging expenses
- Children-related expenses – same as the property expenses page but for children-related expenses
- Business expenses – same as the property expenses page but for business expenses
- Miscellaneous expenses – same as the property expenses page but for miscellaneous expenses
- Travel expenses v2. - Same as the other travel expenses page but in landscape page orientation if you need more room the write, there’s also an extra column to record category (e.g. accommodation, transportation etc.) if you travel frequently and have a lot of travel expenses
- Insurance Info– keep track of health, home, business, vehicle and any other insurance policies you might have – will need the medical when filing taxes and can tax deduct e.g. insurance on an investment property
- Due dates (12 months at a glance on the one page) to record when things are due and remind yourself to update your taxes – it’s blank so you can add due dates relevant to the tax laws of your country
- Tax Resources - use this page to record websites you’ve found helpful with tax information, tax laws, what you can and can’t claim, or even just the website where you purchase file tab labels from etc.
- Notes page – lined – use this for anything you like!
- Filing tab labels (2 pages – see list below). If you want to choose your own tabs, a blank editable (in Microsoft Excel) version can be purchased here:
COVERS, & DIVIDERS
- Covers and spines – 2010 taxes through to 2025 taxes (get your past year’s tax binders in order and be ready for the coming years!). Also includes 2010 – 2011 Taxes for those who live in countries where the tax year runs on the financial year (22 covers and spines in total) e.g. 2010 Taxes and 2010 - 2011 Taxes
- Monthly receipts dividers – January to December (12 pages) i.e. January Receipts, February Receipts etc.
- January – December Income & Expenses (12 page) i.e. January Income, January Expenses, February Income, February Expenses etc. - these have the text on the side so you can easily find what you’re looking for when flicking through your binder or planner!
- January to December – 2 styles – side text and centred text like the main cover (24 pages)
OTHER DIVIDERS (96 pages)
• Income
• Expenses
• Accountant
• Receipts
• Mileage
• Reimbursements
• To file
• Important documents
• Proof of identify
• Employment information
• Business expenses
• Bills
• Utilities
• Insurance Policies
• Travel expenses
• Taxes
• Part Year Taxes
• Bank Statement
• Depreciation
• Office supplies
• Mortgage
• Debt
• Credit Card
• Retirement Fund
• Vehicle
• Medical
• Education
• Investments
• Dividends
• Invoices to pay
• Paid Invoices
• Mom
• Dad
• Child Expenses
• Blogging
• Work
• Miscellaneous
• Property
• Donations
• Subscriptions
• Tax Deductions
• 30 day overdue payments
• 30 day overdue income
• 60 day overdue payments
• 60 day overdue income
• 90 day overdue payments
• 90 day overdue income
• Bad Debt
• Invoices
• Superannuation
• Investment Property
• Shares
• Health Insurance
• Business Insurances
• Personal Insurances
• Vehicle Insurance
• Can’t Claim
• Business Income
108 FILING TAB LABELS (for a binder, filing folders, filing cabinet etc.)
PAGE 1
• 12 months of the year
• Income
• Expenses
• Accountant
• Receipts
• Mileage
• Reimbursements
• To file
• Important documents
• Proof of identify
• Employment information
• Business expenses
• Bills
• Utilities
• Insurance Policies
• Travel expenses
• Taxes
• Part Year Taxes
• Bank Statement
• Depreciation
• Office supplies
• Mortgage
• Debt
• Credit Card
• Retirement Fund
• Vehicle
• Medical
• Education
• Investments
• Dividends
• Invoices to pay
• Paid Invoices
• Mom
• Dad
• Child Expenses
• Blogging
• Work
• Miscellaneous
• Property
• Donations
• Subscriptions
• Tax Deductions
PAGE 2
• January – December Receipts
• January – December Expenses
• January – December Income
• 30 day overdue payments
• 30 day overdue income
• 60 day overdue payments
• 60 day overdue income
• 90 day overdue payments
• 90 day overdue income
• Bad Debt
• Invoices
• Superannuation
• Investment Property
• Shares
• Health Insurance
• Business Insurances
• Personal Insurances
• Vehicle Insurance
• Can’t Claim
• Business Income
You might also be interested in the budget planner: http://etsy.me/1ZQrC88
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If you would like the cover and spine personalised, please let me know in the notes to seller (allow up to 48hrs for the file to be sent). The default 'tax planner' cover as shown in photo 1 is included in the download.
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Rainbow tax planner also available: https://etsy.me/2Xzbiyh
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EDITABLE DOCUMENTS
- When you open the file there will be light blue boxes where you can type in your information (this will NOT remain light blue when printed).
- You can still print and hand-write on the sheets (the blue boxes won't appear on your printed copy)
- The fillable font is helvetica in black
- The checkboxes are not editable. The sheets are intended for filling out on your computer and checking off by hand
- The covers and spines are not editable
- For copyright protection, the layout of the documents (including existing text) cannot be changed
For a video tutorial on how editable PDF's work, please see: https://www.youtube.com/watch?v=OD4dcymPL2I
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PLEASE READ
All printables are in PDF format. You will need to download adobe reader (it's free!) http://get.adobe.com/reader/ The pages are A4 size. They can be printed at letter size, half size, A5, junior arc size, Filofax, personal size, Erin Condren planner size or any other size you like – please see this post from my blog for printing instructions: http://allaboutthehouseprintablesblog.com/faq/printing-tips/
There are 2 copies of each sheet allowing you to do 2 per page page printing then cut in half for half size pages, or you can do duplex printing. The pages are set to be full bleed (select 'borderless' in your printer menu). If your printer cannot do borderless printing, the pages will print with a thin white border. See http://www.allaboutthehouseprintables.com.au/printing-tips/ for printing tips.
Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.
The watermarks will NOT appear on your copy.
Please note that this is a digital product and no physical product will be sent. After payment is received, you will recieve an automatic email (to the email address you have listed with Etsy). In that email will be a link to the download page.
Colours may vary depending on your monitor and printer.
There are no refunds on digital items.
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All sheets are (c) All About The Househttp://www.etsy.com/shop/AllAboutTheHouse
Digital scrapbooking store: https://www.etsy.com/au/shop/PaperCravings
Online store: http://www.allaboutthehouseprintables.com.au/
Online store blog: http://www.allaboutthehouseprintables.com.au/blog/
Shop blog: https://allaboutthehouseblog.wordpress.com/
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***CUSTOMER REVIEWS***
'I'm so excited for this! Thank you for making such a wonderful tool for families!!!'
'This is wonderful! I plan to begin using this in January and I know that it will be super helpful and help me stay organized during the upcoming year. Thank you for sharing your hard work!'
'This is a great planning system - I haven't found anything else quite like it. Thanks so much!!'
'5 Stars!'
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