How it works
From scattered files to a review-ready evidence package.
Three deliberate steps: collect records, connect them to what you report, and produce a clear package your preparer or advisor can work from — without altering originals.
Create a tax-year project
Start a project for the tax year you need to organize. Upload tax forms, receipts, bank statements, invoices, mileage logs, and other supporting records to private storage.
Enter items and link evidence
Add the income and expense amounts you report. Explicitly link source documents to each item, allocate partial amounts where needed, and record relationship notes for your reviewer.
Review coverage and export
See which amounts are supported, partially supported, or still missing accepted links. Generate a versioned ZIP with an evidence index, source copies, and an unresolved-items report.
What this is not
Tax Evidence Package Builder organizes supporting documents. It does not provide tax, legal, or accounting advice and does not prepare or file tax returns.
Documentary coverage labels describe linked records only. They do not certify deductibility, legal sufficiency, IRS approval, or audit outcomes.
Ready to organize your records?
Create a free account and start your first tax-year project.
Start a Tax Project