Tax & Bookkeeping Records Readiness Pack
Individuals and business owners preparing records for their tax preparer or bookkeeper.
Original workbook contents
- Create a records map
- Match source records to questions
- Prepare the professional handoff
- Maintain a monthly review habit
Editable registers included
- records-index.csv — Period, Document type, Account reference, Evidence location, Received date, Missing item
- transaction-questions.csv — Date, Transaction reference, Amount, Known purpose, Question for professional, Status
- handoff-checklist.csv — Requested item, Provided date, Secure destination, Missing detail, Owner, Next date
Includes a branded PDF workbook, fictional worked examples, printable planning tables and three editable CSV registers.
Purchase availability
Price: $19 USD. The complete files have been prepared. Checkout remains closed until payment-confirmed delivery is verified.
Ask about this workbookSample from the workbook
Identify the period and the person or entity the records belong to. List each financial account and the months available without recording passwords or full account numbers. Separate personal and business records for review, while leaving classification questions open for the preparer. Mark missing statements and unclear ownership early. This avoids a pile of documents being mistaken for a complete file.
Fictional example: Use a label such as business checking ending 1234, then mark each month received. A December statement alone does not represent the full year.
Scope of this resource
Organization only. This pack does not calculate tax, decide deductibility, establish filing requirements or replace individualized advice from a qualified professional.
Original Legacy Wise content. © 2026 Legacy Wise Advisors, Inc. Personal or internal business use; no resale. Custom work is quoted separately.