Tax Document template

What this template is

The Tax Document template organizes tax year, form type, taxpayer ID, and preparer contact. Enable it under Settings → Category templates → Financial depth.

When to use it (and when not to)

Good fits

• Annual filing reference (1040, W-2 summary, foreign return)
• Preparer name, phone, and email for filing season
• Taxpayer ID stored with masking and share hard-block

Use something else instead

Everyday workflows

• Enable Tax Document under Enable category template packs → Financial depth.
• Create one item per tax year or jurisdiction.
• Set Filing deadline for local expiry reminders when applicable.

Fields at a glance

What you need

Steps

1. Unlock your vault and open Settings → General → Category templates.
2. Under Financial depth, toggle Tax Document On.
3. Open Assets and Add asset → Tax document.
4. Fill required fields and Save.

Tips and common mistakes

• Taxpayer ID is hard-blocked from sharing—use selective disclosure for non-sensitive fields only.
• Attach PDF returns via item attachments; keep structured metadata in fields.
• One item per tax year keeps search and list preview useful.

Related

• Enable category template packs
• Investment Account template
• Manage assets