Tax preparation tools

Download templates and access resources to stay organized year-round.

Helpful tools (official links & ready-to-use templates)

Helpful tools

Use these tools to make payments, track your account, pull transcripts, and organize your tax records. Official links open in a new tab.

Pay Account & transcripts Organize for tax prep

Pay

Common ways to pay the IRS and set up payment options.

IRS Direct Pay

Pay directly from a checking or savings account.

Open Direct Pay All IRS payment options

Payment plan (Installment Agreement)

If you can’t pay in full, explore payment plan options.

Apply online Learn more

EFTPS

Electronic Federal Tax Payment System (often used for businesses and estimates).

Open EFTPS IRS EFTPS info

Withholding Estimator

Adjust your paycheck withholding to avoid surprises.

Open estimator Form W-4

Account & transcripts

Check balances, view notices, and download transcripts.

IRS Online Account

View your balance, payments, notices, and account info.

Open account Verify identity

Get a transcript

Access tax return and account transcripts.

Get transcript Transcript types

Notices & letters

Look up common IRS letters and what they mean.

Understand a notice Ask Okeybooks

Identity protection

Steps to protect yourself and respond to suspicious activity.

IRS identity resources Get an IP PIN

Organize for tax prep

Templates and checklists to help you gather what you need for filing.

Small business income & expense template

Track income and expenses with a ready-to-use spreadsheet.

Download Excel template Need help setting it up?

Tax document checklist

A simple checklist of common documents for individuals and small businesses.

Download PDF checklist Send us your questions

Mileage log template

Track mileage for multiple vehicles and compare standard vs actual method.

Download mileage log Need help tracking mileage?

Recordkeeping guidance (IRS)

How long to keep records and what to keep for deductions.

Open IRS guidance Publication 583

Find a federal EIN (IRS)

Apply for an EIN if you’re starting a business or need one for banking.

Apply for EIN Let Okeybooks handle it

What tool would you like to have?

Tell us what would make tax prep easier for you (checklists, templates, calculators, reminders, etc.).

Request a tool Share an idea

Security reminder

Use official websites for payments and account access. Never email SSNs or sensitive personal data. If you receive a notice, keep a copy and follow the instructions.

Disclaimers

This page provides general information and links to official resources. It is not legal or tax advice. Always confirm you are using official IRS/state sites for payments, account access, and transcripts.