Free Tax Organizer

Don’t miss any important tax deductions that will save you money. Our free tax organizer will help you keep all your tax-related information up-to-date and in one place for easy reference, which makes it simple and easy for when you come in to your nearest Liberty Tax® office to get your taxes done.

What's Included

This 20-page resource is specially designed for you to keep important tax-related information, plus it offers great tips on what to bring in when you come to get your taxes done.


This organizer has 3 sections:

Personal Information

Financial Information

Business Information

Trusted by Millions Since 1997

For more than 20 years, we’ve been giving our customers the great tax experience they deserve. Come in and see for yourself.

Download your organizer

Picture of Sterling from Westfield, MA

“Liberty Tax was an amazing help when tax season came around. … I had a great experience on my first visit to Liberty Tax and I will, happily be returning there next tax season and whenever I have questions.”

- Sterling from Westfield, MA