Year-end tax filing template
Gather deductions and receipts, download records, file with your employer and check the refund.
Open in PladayOpens right in your browser, no install or sign-up needed.
What's inside 10 tasks
- Preview this year's income and deductionsD-45
- Confirm dependents and get their consent to share recordsD-40
- Add missing card spending and cash receiptsD-30
- Collect medical and education receiptsD-21
- Prepare donation and rent credit proofD-14
- Download your tax recordsD-10
- Fill in the deduction formD-7
- Submit documents to your employerD-3
- Filing deadlineD-day
- Check the refund on your tax statementD+30
Example schedule
If your D-day were Thu, Dec 17, 2026, the steps would land on these dates. Pick your own date in the app and every date moves with it.
| Step | Timing | Date |
|---|---|---|
| Preview this year's income and deductions | D-45 | Mon, Nov 2, 2026 |
| Confirm dependents and get their consent to share records | D-40 | Sat, Nov 7, 2026 |
| Add missing card spending and cash receipts | D-30 | Tue, Nov 17, 2026 |
| Collect medical and education receipts | D-21 | Thu, Nov 26, 2026 |
| Prepare donation and rent credit proof | D-14 | Thu, Dec 3, 2026 |
| Download your tax records | D-10 | Mon, Dec 7, 2026 |
| Fill in the deduction form | D-7 | Thu, Dec 10, 2026 |
| Submit documents to your employer | D-3 | Mon, Dec 14, 2026 |
| Filing deadline | D-day | Thu, Dec 17, 2026 |
| Check the refund on your tax statement | D+30 | Sat, Jan 16, 2027 |
How to use it
- Tap “Open in Pladay” and the template preview opens in the app.
- Pick the start date or the target date (D-day); every due date follows it.
- Tap “Add” to create the list and its tasks — one undo removes them again.