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Example of Year End Tax Plan

Year End Tax Plan

Name: ____________________________
Date: ____________________________

Tax Information To Date Year End Full Year
Gross Income      
Capital Gains/Losses      
Properties Income      
Other Investment Plans      
Adjusted Gross Income      
Itemized Deductions      
Tax Deductions      
Mortgage Interest Paid      
Theft/Casualty Losses      
Standard Deductions      
Standard Deduction      
Larger of Itemized  or Standard Deduction      
Exemption Value      
Number of Exemptions Allowed      
Total Deductions and Exemptions      
Taxable Income      
Tax Bracket      

Notes on Year End Tax Plan Template Example

Fill in your tax information in the cells, information in the grey cells will be calculated as you fill in the information.

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Download Excel Version of Year End Tax Plan Template example
Download Example Year End Tax Plan Template Excel Template