What's in the year-end packet?

It includes income summary, Schedule C data, deductions, tax calculation, payments/balance, and key rates — all in one PDF.

Can this replace a tax return?

No. This is a preparation document. You still need to file an actual tax return with the IRS using approved software or a tax professional.

Year-End Tax Packet

Bundle all your tax prep into one exportable PDF packet.

PREP ONLY Free

About this tool: Bundle all your tax prep into one exportable PDF packet. All calculations run in your browser. Sign in to sync your data to the cloud.

Prep Document Only. This generates a comprehensive tax prep packet for your records. It is NOT an official tax return and cannot be submitted to the IRS.

Your Name

Filing Status

W-2 Wages ($)

SE Revenue ($)

Business Expenses ($)

Other Income ($)

State Tax Rate (%)

W-2 Withholding ($)

Est. Payments Made ($)

Retirement Contributions ($)

Charitable Donations ($)

Mortgage Interest ($)

Total Gross

$102,000

Federal Tax

$13,784

SE Tax

$4,521

Total Tax

$22,562

Estimated Amount Owed

$22,562

Effective Rate: 22.1% | Marginal: 22%

AI Tax InsightInformational only

This is an educational estimate, not tax advice. Consult a tax professional for your specific situation.

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Important Disclaimer

This tool provides educational estimates based on standard U.S. federal tax formulas. It is NOT tax advice, NOT an official IRS document, and should NOT be submitted to the IRS. Actual tax obligations vary based on your specific financial situation, applicable deductions, credits, and current tax law. Always consult a qualified tax professional for personalized guidance.

Year-End Tax Packet

Frequently Asked Questions

What's in the year-end packet?

Can this replace a tax return?

Related Tax Tools

Tax Summary PDF

Schedule C Prep Summary

1040-ES Prep Generator

Important Disclaimer

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