Any Planner

Grand opening sale: 50% off every planner and the first year of any membership, through November 30. Taken off at checkout.

Founders, limited time only — every planner for a whole year, $99
All planners
Paper Trail, two pages

Tax organizer

Paper Trail

Built for the whole tax year, not the last week of it: the documents you are waiting on, the income, the deductions and credits, giving, out-of-pocket health costs and the estimates, collected as they arrive.

  • $15.99 $8

The PDFs and the planner file come with the purchase. Buy two planners and save 15%, three or more and save 25%.

Look inside

Paper Trail, page 1 of the look insidePaper Trail, page 2 of the look insidePaper Trail, page 3 of the look insidePaper Trail, page 4 of the look insidePaper Trail, page 5 of the look insidePaper Trail, page 6 of the look inside

Try the filled example

A filled example of the planner. Tap around: nothing you change here is kept.

What is inside

  • The overview: year, filing note, preparer and the totals
  • Documents: nineteen common forms and your own rows, with expected by, in hand and where it is filed
  • The income log with type and withholding, totalled by type
  • Deductions and credits with a receipt tick
  • Giving: money, goods and volunteer miles
  • Health costs: paid, reimbursed, out of pocket and miles
  • Estimates from your own set-aside rate, and the filing checklist with a refund or balance tracker

The look

Green ledger paper with a red-pencil margin, manila folder tabs, IBM Plex Serif over IBM Plex Sans and Mono, with folder-label counters in the header and a FILED stamp when everything is in.

What you get

  • Print PDF, A4 and US Letter
  • Digital PDF for the iPad (22 pages in the iPad edition)
  • The planner in your browser: it works offline and keeps your entries in the browser you open it in
Index: every planner87

Planners 87

Paper Trail: Tax organizer · Any Planner