Categories

Site Information

 Loading... Please wait...
  • Image 1
  • Image 2
  • Image 3
  • Image 4
  • Image 5
  • Image 6
  • Image 7
  • Image 8
  • Image 9
  • Image 10
  • Image 11
  • Image 12
  • Image 13
  • Image 14
  • Image 15
  • Image 16
  • Image 17
  • Image 18

EDITABLE PINK Tax Planner Printables - Instant Download

$16.00
SKU:
Tax Planner - PINK
Optional Personalised Cover & Spine Title:

(Maximum Size: . Type: )

Product Description

*Hover your mouse over the photos to enlarge*

 

It's never too early to get organized and prepared for tax season. Make tax time 'fun' (or at lest less painful) with this EDITABLE 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 PINK version. More colors available, see here.

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.

For half size printing instructions, please see this post from my blog (tips 2 & 3)
____________________________________________________
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 2020 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) 
- 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

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 panner' cover as shown in photo 1 is included in the download.

_____________________________________________________________________________________________________________________

EDITABLE documents:
- When you open the files 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 forms are intended for filling out on the computer, then printing out and checking each item off as you go
- The actual layout of the printable including pattern, pattern colour, font style, existing text ect. are not editable and cannot be changed

How to add your own text & print the planner pages:

This planner is part of the GET IT ALL printable planners bundle.
_____________________________________________________________________________________________________________________

PLEASE READ
All printables are in PDF format. You will need to download adobe reader (it's free!). These sheets can be printed on 8.5" x 11" and A4 size paper.
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. See here for printing tips.

The watermarks will NOT appear on your copy.
Please note that this is a digital product and no physical product will be sent.
Colours may vary depending on your monitor and printer.
There are no refunds on digital items.
See here for printing tips

_____________________________________________________________________________________________________________________
© AllAboutTheHouse - For personal use only!
Shop AllAboutTheHouse Printables on Etsy
Shop Digital Scrapbooking on Etsy
Visit the Shop Blog
For more information about how I use the printables, visit my other blog

***Please read the terms and conditions, editable info, returns policy and information regarding instant downloads before purchasing***


Click here to subscribe to the blog and access the free printables library!

Other Details

Instant Download:
Yes

Find Similar Products by Tag

2014 calendar  2014 planner  2015 calendar  2015 planner  401k  401k planner  52 week savings tracker  A4  a5  account info  account info organizer  account information  account register  accountability binder  annual budget  annual finances summary  annually  banking  bill binder  Bill Checklist  bill filing system  bill pay calendar  black  bpay  BPAY login  BPAY organiser  BPAY planner  budget  budget and bill pay calendar  budget binder  budget binder organization  budget by income  budget planner  budget planner cover  budget planner dividers  budget printable  budget template  budgeting  budgeting printable  business expenses tracker  business planner  car loan  cheque book register  cheque register  cheque registera  chequebook register  chevorn binder cover  chevron  chevron binder spine  chevron monthly budget  chevron note paper  chevron planner  chevron rintable  chevron weekly budget  Coupon Binder  credit card balance  credit card balance tracker  credit card purchases  customizable monthly budget  daily  daily budget  daily spending calendar  daily spending tracker  dark blue  debt repayments tracker  debt tracker  donations tracker  editable  editable bill checklist  editable budget  editable monthly budget  editable paid bills checklist  editable pdf  expenses  family planner  filofax  finance binder cover  finance notebook  finance printables  finances organizer  financial goals  fortnightly  fortnightly payments tracker  free bill pay checklist  free paid bills checklist  goals  green  grey  half size  Home Binder  home binder printables  home loan  homekeeping binder  Homekeeping Notebook  Household Binder  household binder cover  household binder printable  income tracker  ink friendly  instant download  investment analysis worksheet  investments planner  landscape calendar  letter size  light blue  lined note paper  loan  money goals  money management  money management organizer  money management printables  monthly  monthly binder dividers  Monthly Budget  monthly budget editable  monthly calendar  monthly savings tracker  monthly spending tracker  mortgage  mortgage repayment tracker  mortgage repayments  note paper  old binder  online expenses  online payment login  paid bills  paid bills checklist  passsword log  pay day planner  paycheck budgeting  payments  payments tracker  pdf printable  perpetual  Perpetual Calendar  Personal  personalised binder cover  personalised printable  pink  planner dividers  printable  printable 401k budget  Printable Calendar  printable debt tracker  printable donation log  printable finance goals  printable financial planner  printable monthly budget  printable planner  pritnable planners  purple  quarterly  quarterly budget  receipt binder  recurring expenses  repayment plan  retirement planner  savings tracker  semi-annually  share performance  shared expenses  simple budget  spending log  spending summary  spending tracker  stay at home mum  tax  tax binder  tax deductions  tax worksheets  upcoming expenses  US  weekly payments tracker  weekly spending  work at home mama  

Product Reviews

Write Review

This product hasn't received any reviews yet. Be the first to review this product!

Find Similar Products by Category