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The Ultimate Tax Prep Organization Hub
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The Ultimate Tax Prep Organization Hub
The Ultimate Tax Prep Organization Hub

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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 →
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Clear the sample data throughout the doc →
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Move this page (
Tax Dashboard
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) 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
Completed Tax Returns
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table below. Then, visualize your tax profile over time to identify ways to lower your tax bill in the future.
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Completed Tax Returns
3
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
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There are no rows in this table
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Tax profile over time
3
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Refunds over time
3
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Effective tax rate over time
3
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Next up:
Receipts
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