Tax document organizer
Tax document organizer
Track requested tax documents, owner assignments, review gaps, and accountant handoff notes in one printable worksheet.
PreviewPrintable tax prep organizer
Tax document organizer
2025 tax packet checklist
Northwind Operations LLC · Tax year 2025 · LLC
Organizer details
| Accountant / preparer | Harbor Tax Partners | Owner contact | Maya Chen |
|---|---|---|---|
| Review due date | 2026-03-20 | Prepared by | Jordan Lee |
Status summary
| Total tracked | 4 |
|---|---|
| Needed | 1 |
| Requested | 1 |
| Received | 1 |
| Reviewed | 1 |
Action queue
| Overdue requested | 1 |
|---|---|
| Needs owner | 1 |
| Received, not reviewed | 1 |
Priority follow-up
| Action | Document | Owner | Due date |
|---|---|---|---|
| Follow up | 1099-K summary | Maya | 2026-03-01 |
| Assign owner | Vehicle mileage recap | - | - |
| Review | December bank statement | Jordan | 2026-02-25 |
Document detail
| Category | Document | Status | Owner | Due | Received |
|---|---|---|---|---|---|
| Compliance | State filing receipt | Reviewed | Jordan | 2026-02-15 | 2026-02-10 |
| Banking | December bank statement | Received | Jordan | 2026-02-25 | 2026-02-24 |
| Income | 1099-K summary | Requested | Maya | 2026-03-01 | - |
| Expense | Vehicle mileage recap | Needed | - | - | - |
Category summary
| Banking | 1 |
|---|---|
| Compliance | 1 |
| Expense | 1 |
| Income | 1 |
Owner summary
| Jordan | 2 |
|---|---|
| Maya | 1 |
Review checklist
- Confirm requested documents were followed up before the review due date.
- Mark received documents reviewed after accountant handoff.
- Attach source files in the same order as the document detail table.
Notes
Upload reviewed files to the secure accountant folder.