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Tax Documents Checklist (Excel)

Every form you may need for your federal return, to tick off as it arrives: W-2, 1099s, 1098s, HSA and childcare records.

Updated: October 11, 2026

Every form you may need for your federal return, to tick off as it arrives: W-2, 1099s, 1098s, HSA and childcare records.

Tick each line as it arrives. Keep the file next to your tax folder so nothing is missing when you file.

The file works in Excel, Numbers, Google Sheets and LibreOffice. If you would rather have it done for you, Xpenses reminds you of every bill and works out how much you will have at the end of each month.

Download the template (Excel)

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