civic · local-first tool
Gather Tax Documents Beside the Question They Support
An organized folder helps, but it does not decide which tax rule applies to your situation.
Track tax-year document types, source, received status, and safe storage location without asking for numbers or uploading documents.
What changes the result: the current checklist from your tax preparer or official filing instructions.
Privacy: Calculations run in this browser tab. This tool has no input-upload, account, or AI endpoint. The site may send a page-view signal to Cloudflare; this tool does not add form entries to that signal. A draft is stored only if you choose “Save draft on this device”; that browser storage is not encrypted. Avoid identifiers or sensitive details, and delete saved drafts when finished.
Your entries
The starting rows below are fictional examples. Edit them, replace them with non-sensitive labels and values, or load the sample again. The result is not advice or a source verification.
Amount fields use the same units you enter; the app does not choose a currency. Dates are the ones you provide. Up to 100 rows per run.
Calculated output
What the calculation does
Count open and received entries separately from verified entries. Missing source labels remain visible. The app cannot decide whether an agency, school, provider, or contract has received enough documentation.
Question to keep open: Should a person gather every document first or confirm the applicable filing checklist before handling sensitive records?
Boundary: Tax document requirements depend on the filing situation. This app is not tax advice and stores no documents; use current IRS instructions or a qualified tax professional.
Copy includes the headline, aggregate metrics, and boundary—not the row-by-row input. The CSV contains entries you choose to download. Review it before sharing.