Templates & Toolkits

Payroll and W-2 Organizer

Small Shop Bookkeeping

Payroll and W-2 Organizer

$14

A 2026 organizer for employee wages, tax deposits, and W-2 prep. It is not Form W-2 or Form W-3, and official forms are not included.

Instant download · 1 ZIP file (0.36 MB) · PDF, XLSX

What’s inside

  • Fillable 2026 document checklist, employee list, wage and withholding log, tax deposit log, and a W-2 review page
  • Spreadsheet: employees, yearly wage totals you type from your records, deposits, and a dashboard
  • A reminder that a typical federal due date is January 31, and that weekends and holidays can move it
  • This file does not include official IRS or SSA forms. Get Form W-2 and Form W-3 from the SSA or IRS
  • Do not store Social Security numbers in a shared workbook if you can avoid it

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with 1099 and Contractor Payment Tracker ($14), Self-Employed Tax Organizer ($14), and Bookkeeping and Tax Set-Aside Tracker ($19).

Pairs well with

1099 and Contractor Payment Tracker ($14), Self-Employed Tax Organizer ($14), and Bookkeeping and Tax Set-Aside Tracker ($19).

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