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Category overview

Templates for Tax Preparer

Browse the free, copy-ready templates for Tax Preparer below — open one to see its columns and download the starter file.

Last updated: August 2026

Why people consider this option

  • +Track returns, documents, and e-file status without paid practice software
  • +Never miss a deadline or a missing document
  • +See the whole season at a glance

What to review before acting

  • -No e-filing or tax-software integration
  • -Growing firms eventually need practice software

Available comparisons

Guides

Tax Preparer

Tax Document Checklist

A free tax document checklist spreadsheet: track required documents received vs. missing per client with a ready-to-prepare flag, in Google Sheets and Excel.

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Tax Preparer

E-File Status Tracker

A free e-file status spreadsheet: track submitted, accepted, and rejected returns with refund and balance-due for tax preparers, in Google Sheets and Excel.

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