Tax season, without the shoebox.
Every income form, expense, receipt and business mile for the tax year in one place, with a one-page summary for you or your tax preparer. No macros.
✓ One-off payment ✓ Instant download ✓ Excel for Windows & Mac
| Category | Group | For taxes | No receipt |
|---|---|---|---|
| Advertising | Business | $168 | |
| Equipment | Business | $797 | 1 |
| Business meals | Business | $153 | 1 |
| Software & subscriptions | Business | $239 | |
| Mortgage interest | Home | $7,840 | |
| Property taxes | Home | $2,900 | |
| Charitable donations | Giving | $295 | 1 |
Tax time shouldn’t mean a weekend of panic
The shoebox
Receipts in drawers, emails, apps and pockets. Finding them all takes days.
Which forms are still missing?
W-2s, 1099s, 1098s… it’s easy to file and then find one more in the mail.
Forgotten expenses
Business miles, software and supplies you paid for in March and can’t remember now.
Log as you go. Print one page at tax time.
Log income and expenses
Every payer and form, and anything that might matter at tax time, with a category and a receipt check.
Track miles and documents
Business trips as you drive, and every form ticked off as it arrives.
Hand over one page
The Summary totals everything by type and category, and shows what’s still missing.
Every payer, and every form
W-2 wages, 1099-NEC clients, 1099-K sales, interest and dividends. Tick off each form as it arrives so you know exactly what you’re still waiting for.
- Income by type with tax withheld
- Form received? in green or red
- Income types you can rename
| Payer | Type | Amount | Withheld | Form? |
|---|---|---|---|---|
| Riverside Dental | W-2 wages | $38,500 | $4,200 | Yes |
| Bright Media LLC | 1099-NEC | $6,200 | Yes | |
| Oak & Pine Studio | 1099-NEC | $4,800 | No | |
| Northfield Events | 1099-NEC | $3,150 | Yes | |
| Etsy shop sales | 1099-K | $2,340 | No | |
| Savings interest | 1099-INT | $185 | Yes |
Every expense, sorted and checked
Pick a category and it’s grouped for you: business, home, medical, giving, education or family. Rows with no receipt turn red, and % for taxes handles things that are only partly for work.
- 18 categories you can rename
- % for taxes for mixed use, like your phone
- Missing receipts highlighted
| Description | Category | Amount | % for taxes | For taxes | Receipt? |
|---|---|---|---|---|---|
| Phone bill | Phone & internet | $85.00 | 50% | $42.50 | Yes |
| Client lunch | Business meals | $64.20 | $64.20 | No | |
| New monitor | Equipment | $329.00 | $329.00 | Yes | |
| Desk chair | Equipment | $189.00 | $189.00 | No | |
| Car service | Vehicle expenses | $210.00 | 30% | $63.00 | Yes |
| Food bank donation | Charitable donations | $100.00 | $100.00 | Yes |
Know what’s missing before you file
A documents checklist for every form and paper, a mileage log, and a one-page Summary that shows your totals and exactly what’s still missing.
- Documents checklist
- Mileage log with your rate
- One-page printable Summary
| Document | From | Received? |
|---|---|---|
| W-2 | Riverside Dental | Yes |
| 1099-NEC | Oak & Pine Studio | No |
| 1099-K | Etsy | No |
| 1098 Mortgage interest | Mortgage lender | Yes |
| Charity receipts | Food bank, 5K | Yes |
For anyone with more than a paycheck
Freelancers & side hustles
1099 clients, Etsy or eBay sales, and the business expenses that go with them.
Households
Mortgage interest, property taxes, childcare, medical and charity, all in one place.
Anyone with a tax preparer
Hand over one tidy page instead of a box of paper.
Everything you get
- Income log with form received check
- Income by type: W-2, 1099-NEC, 1099-K, 1099-INT, 1099-DIV and more
- Expense log with room for 500 lines
- 18 categories in 7 groups, all renameable
- % for taxes for mixed-use expenses
- Missing receipts highlighted in red
- Mileage log with your rate
- Documents checklist
- One-page printable Summary with a Ready to file? check
One-off payment. Yours to keep.
Get instant access $9.99Secure checkout by Payhip · Card or PayPal
Download link emailed straight away
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials.
This organizer uses the SUMIF, COUNTIF and conditional formatting from my tutorials, so everything adds itself up.
Questions
Does it work out my tax?
No. It organizes your records so you, your tax software or your tax preparer can work faster. It isn’t tax advice: check with a tax professional or irs.gov.
What mileage rate should I use?
The IRS standard mileage rate for your tax year. It changes, so check irs.gov and type it on the Settings tab.
Is it for US taxes?
Yes. The income types and documents are for US tax forms like the W-2 and 1099.
Can I use it next year?
Yes. Change the tax year on the Settings tab and clear the example lines.
Does it use macros?
No. It’s a normal .xlsx file, so there are no security warnings and nothing to enable.
Which versions of Excel does it work with?
Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac. It’s built for Microsoft Excel.
Is this a subscription?
No. You pay once and the file is yours to keep.
This year, be ready in January.
Income, expenses, receipts, miles and documents, with a one-page summary.
Get the organizer $9.99Want to see it first? Watch how it works on YouTube.