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Tax-prep organizer

Walk into tax season already organized.

Every tax season a scramble of missing documents and half-remembered deductions? This tax-prep organizer gives you a document checklist, deduction memory-joggers, and a clean summary to hand your accountant — so nothing gets missed and their bill gets smaller. Designed by a CPA. Works in Excel and Google Sheets. Educational organizer, not tax advice. From Aurent.

Getting started

Aurent Tax Ready — work the Checklist, jot amounts on the Deduction prompts, then hand it all to your accountant. Educational organizer, not tax advice or a determination that any item is deductible for you.