The Ultimate Tax Prep Organization Hub
Share
Explore
The Ultimate Tax Prep Organization Hub

Tax Dashboard

Visualize your taxes over time and identify important trends.
First time here? Get started in 3 easy steps...
If you haven’t already, copy this doc →
Clear the sample data throughout the doc →
Move this page () to the top of the page list on the left so it’s the first thing you see when you open the doc. Consider it your new “tax home page” 🏠.

Each year, input key data points from your completed 1040 tax return into the table below. Then, visualize your tax profile over time to identify ways to lower your tax bill in the future.
Completed Tax Returns
3
Search
Year
Completed tax return
Total income (Line 9)
Deductions (Line 12)
Taxable income (Line 15)
Taxes owed (Line 16)
Refund (Line 34)
Effective tax rate
1
2018
Sample 1040.jpeg
Sample 1040.jpeg
$20,000.00
$5,400.00
$14,600.00
$3,800.00
$1,200.00
26.0%
2
2019
Sample 1040.jpeg
Sample 1040.jpeg
$50,000.00
$18,000.00
$32,000.00
$10,000.00
$2,300.00
31.3%
3
2020
Sample 1040.jpeg
Sample 1040.jpeg
$146,000.00
$48,000.00
$98,000.00
$35,000.00
-$1,000.00
35.7%
4
2021
There are no rows in this table

Tax profile over time
3

Refunds over time
3
Effective tax rate over time
3

Next up:

Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.