Tax Season Prep Bundle
Tax season goes easier when the documents and numbers are already in one place. This bundle puts four Cedar & Ledger tools together: the 2026 Tax Prep Organizer (document checklist, 1099 and income tracker, expense summary), the Medical & Dental Expense Tracker for bills, claims and HSA/FSA reimbursements, the Car Expense & Mileage Log for business miles, and the 2027 Side Hustle Income & Mileage Log to start next year organized.
Instant download: one .zip with 3 PDFs and 2 spreadsheets (Excel and Google Sheets). Organizing tools only, not tax, legal or financial advice. Made with AI assistance and reviewed before release. Personal use only. Already own one? The singles are still sold separately.
Just need the paperwork list? The 2026 Tax Prep Organizer is sold on its own.
Free guides: Tax documents checklist 2026 · Car mileage for taxes · Medical expense records
What's inside
- 2026 Tax Prep Organizer (printable PDF, 11 pages, US Letter + A4): document checklist, 1099 and income tracker, expense summary and key dates page
- Medical & Dental Expense Tracker (Excel + Google Sheets): out-of-pocket bills, claims and HSA/FSA reimbursements
- Car Expense & Mileage Log (Excel + Google Sheets): trips, business miles and car costs
- 2027 Side Hustle Income & Mileage Log (printable PDF, 27 pages, US Letter): monthly income, expenses, mileage and a quarterly set-aside page
Good to know
- Organizing tools only. Not tax, legal or financial advice; check rules and rates with the IRS or a tax professional.
- Already own one of these? The singles are still sold separately. The mileage log is also in the Self-Employed & Small Business Bundle.
- Digital download, nothing is shipped. Personal use only.
- Made with AI assistance and reviewed before release.
Previews
Frequently asked questions
Which apps does it open in?
Excel 2016 or newer (including Microsoft 365 and Excel for the web) and Google Sheets: upload the .xlsx to Google Drive, then open it with Google Sheets.
What happens after checkout?
Payhip shows your download link right after checkout and emails it to you too. You download a .zip with the .xlsx file(s) and a short how-to. It's an instant digital download; nothing physical ships.
Can I edit it?
Yes. Type your own numbers into the input cells and rename categories; see the Start Here tab.
Does it connect to my bank or send reminders?
No. It's a spreadsheet, not an app: you type in your own numbers and nothing is synced or sent.
Can I get a refund?
It's a digital download, so if something doesn't open or work, message the shop through Payhip (or reply to the Payhip email) and I'll help fix it. Refund requests are handled case by case under Payhip's terms.
Is this financial advice?
No. It's an organizing and planning tool with example numbers, not financial, tax, legal or medical advice.
Works in Google Sheets and Excel · Instant download · Nothing shipped