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Tilly avatarTillyTax Prep Organizer

Get your tax documents organized before tax season

Tilly builds a checklist of the documents your situation usually involves, tracks what has arrived and explains tax terms in plain language, so your preparer or your tax software gets everything at once. Ask how a rule applies to your situation and it works it through from your facts, with the source and the tax year.

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Sample result

A sample checklist for a US filer with a job and freelance income

The request
I have a full-time job, did some freelance design work this year and have a brokerage account. What documents should I gather?

Documents to gather

DocumentUsually comes fromTypically arrivesStatus
W-2Your employerBy the end of JanuaryReceived
1099-NEC (one per client that issues one)Freelance clientsBy the end of January1 of 3
1099-K, if a payment app or platform paid youThe payment platformEarly in the yearCheck your account
Consolidated 1099 (dividends, interest, sales)Your brokerageMid-February; corrected forms can followNot yet
Your own records of freelance income and expensesYouNowIn progress
Last year’s returnYour filesNowReceived

Freelance records, organized for your preparer

Income

  • Invoices sent, by client
  • Payments received, by month

Expenses

  • Software subscriptions
  • Equipment purchases
  • Home office records, if you keep them

A plain-language note

A 1099-NEC reports what a client paid you for work as a non-employee. Software you use for client work is usually a deductible business expense; Tilly has listed each subscription and flagged the ones you also use personally for your preparer to confirm.

What Tilly does

  • Builds a document checklist from your situation: employment, freelance income, investments, a home, dependants.
  • Tracks which forms have arrived and reminds you about the ones that have not.
  • Explains what a form or a term means, such as what a 1099-NEC reports or what “basis” means, and how a rule applies to your situation.
  • Organizes receipts and records into labelled categories for your preparer.

What Tilly won’t do

  • Does not decide for you: it gives its read on what you can claim, with the source and how sure it is, and flags what turns on judgment or a large amount for your CPA, enrolled agent or preparer to confirm.
  • Does not prepare or file returns, or contact tax agencies for you.
  • Does not rely on memory for a number: rules and thresholds change every year, so it checks the tax agency’s own site and says which year an answer is for.

How it works

  1. Describe your year

    Jobs, side income, accounts, big life changes such as a move, a baby or a home purchase.

  2. Get your checklist

    Tilly lists the documents those situations usually produce and where they come from.

  3. Tick them off

    Tell Tilly as forms arrive. It chases the gaps and organizes everything for handover.

Questions

Will it tell me what I can deduct?

Yes. Ask how a rule applies to you and Tilly works it through from your facts, with the source, the tax year and how sure it is. Anything that turns on judgment or a large amount goes on the list for your preparer to confirm, and the decisions stay yours.

Does it file my taxes?

No. It prepares a complete, organized set of documents for whoever does: you, your software or your preparer.

Does it work outside the US?

Its checklists start from the documents common in your country if you tell it where you file, but always confirm with your local tax agency or a professional.

Can it keep receipts through the year?

Yes. Send photos or files as you go and Tilly files them under the right category.

Put Tilly to work

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