Tax Slip Organizer & Missing-Slip Checklist
Drop in the pile of tax documents you've collected - W-2s, 1099s, T4s, T5s, tuition and mortgage forms - and each one gets identified, given a sensible filename, and merged into a single indexed PDF with a CSV summary. Then the part that actually saves you a refiling: it looks at what you have and flags the slip types that usually arrive alongside them but aren't in your pile. Free, no signup, US and Canadian slips both supported.
Drag & drop files, or click to browse
W-2s, 1099s, T4s, T5s and other slips - PDFs or photos, up to 20 at a time
How the missing-slip check works
Slips trickle in over about two months, by post and by email, and the ones that go missing are the ones you forget exist. So the checklist is relational rather than a generic list: it looks at the slips you do have and names what commonly comes with them. A 1099-INT without a 1099-DIV is worth a look, because the bank or broker that sent one often sends the other. A T5 without a T3 is worth a look, because mutual funds and ETFs report on a T3 that arrives weeks later than everything else. A T4 with no RRSP receipts is worth a look, because there are two of those - one for March to December and one for the first 60 days of the new year - and the second is the one people miss.
Every suggestion is phrased as a condition you check against your own year (“if you also sold shares…”), because this tool has no idea what income you actually had. An empty checklist means none of the common pairings are missing - not that your return is complete.
常见问题
Is this a free tool to organize W2 and 1099 forms before filing?
Yes - it identifies every W-2, 1099 and related form you upload, renames each one so a folder actually sorts sensibly, merges the whole set into one indexed PDF, and exports a CSV summary. It's free with no signup, no account and no per-document limit beyond 20 files in a single run.
Does it work as a T4 T5 slip checklist for Canada?
Yes. Canadian slips are supported alongside US ones: T4, T4A and its OAS and CPP variants, T4E, T4RSP, T4RIF, T5, T3, T5008, T5013, T2202, T2200, T5007, RC62, RRSP contribution receipts and the Quebec RL-1. The checklist rules are country-aware, so a pile of Canadian slips gets Canadian suggestions - the T3 that arrives late, the RL-1 you need if you worked in Quebec, the two separate RRSP receipts.
How does it know which slips are missing?
It doesn't know - and it's careful to say so. It applies rules about which slips are commonly issued together: if you have a 1099-INT but no 1099-DIV, or a 1098-T but no 1098-E, or a T5 but no T5008, that pairing gets raised. Every suggestion is written as a condition only you can answer, such as "check for this if you sold any stocks or funds this year". Nothing here inspects your actual income, and no checklist can confirm a return is complete.
What's in the merged PDF?
A title page with the tax year and document count, an index listing every slip with its type, issuer and the page it starts on, and then all your documents in order behind it. PDFs are copied in page for page, and photos are embedded fit-to-page. It's the single file to hand your accountant or keep in your records rather than a folder of twenty attachments named scan_0043.pdf.
How does it rename my files?
Year first, then the slip code, then the issuer - so 2025_W-2_Northgate-Logistics.pdf, or 2025_T5_Bank-of-Montreal.pdf. Putting the year first means a folder sorts chronologically, and the slip code means you can find the one you need without opening anything. If a document couldn't be identified confidently, its original name is kept rather than replaced with something less informative. The renaming applies to the files inside the merged PDF's index and the CSV; your original files on disk aren't touched.
What if a slip is identified wrongly?
Change it. Every document has a dropdown with the full catalog of US and Canadian slip types, and correcting one immediately re-runs the missing-slip checklist against the corrected set. Each identification also carries a confidence rating, and anything read with low confidence is called out - the AI is told to leave a slip unidentified rather than guess a code that isn't printed, because a wrong code would change which other slips you're told to look for.
Is this tax advice, and where do my documents go?
It's not tax advice - it organizes documents and points out common pairings, nothing more. For what you actually owe or can claim, talk to a tax professional. On privacy: the first page of each document is sent to a secure AI service to identify which slip it is, and is not stored afterward. The merging, the renaming, the checklist and the CSV all run locally in your browser, and the merged PDF is assembled on your own device.