01Tax
Workbook · Free PDF
Individual Tax Intake
Organize filing status, household changes, income sources, deductions, credits, notices, and open questions before preparation begins.
Free PDF resourceProfessional review recommended
The EZY PZ Resource Library
Start with a free resource.
Put the useful ones to work.
Open and download any PDF for free. When a paid engagement calls for a reusable working file, EZY PZ can provide the related editable Word template and help adapt it to the work.
75free PDF resources
25 Tax · 25 Technology · 25 Business Consulting & Compliance
25 Tax · 25 Technology · 25 Business Consulting & Compliance
Start here
Six useful starting points.
Use these common resources first, or search the full library by business area and resource type.
01 · Tax
Individual Tax Intake
Organize filing status, household changes, income sources, deductions, credits, notices, and open questions before preparation begins.
Open free resource →02 · TaxTax Notice Response Workbook
Turn a tax notice into a dated issue summary, evidence index, response position, responsibility map, and controlled submission package.
Open free resource →03 · TechnologyIT Asset & Software Inventory
Create an owner-based inventory of devices, software, access, data, vendors, patching, recovery, and retirement status.
Open free resource →04 · TechnologyIncident Response Workbook
Create a time-stamped record of detection, severity, decisions, containment, evidence, communication, recovery, and corrective action.
Open free resource →05 · Business Consulting & ComplianceBusiness Compliance Calendar
Track recurring federal, state, local, tax, licensing, insurance, governance, and contract obligations with owners, evidence, and escalation dates.
Open free resource →06 · Business Consulting & ComplianceStandard Operating Procedure Builder
Turn recurring work into a usable procedure with triggers, inputs, roles, steps, controls, exceptions, evidence, measures, and change ownership.
Open free resource →Full library
Find the resource that matches the job.
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Business area
Resource type
02Tax
Workbook · Free PDF
Small-Business Tax Organizer
Create a complete annual record package for a sole proprietor or owner-led business without relying on a shoebox of statements.
Free PDF resourceProfessional review recommended
03Tax
Workbook · Free PDF
Schedule C Income & Expense Workbook
Reconcile gross receipts, returns, direct costs, operating expenses, assets, vehicle use, and home-office support for a Schedule C discussion.
Free PDF resourceProfessional review recommended
04Tax
Checklist · Free PDF
S Corporation Year-End Checklist
Review payroll, owner compensation, distributions, basis inputs, loans, assets, elections, and year-end close items before the return is prepared.
Free PDF resourceProfessional review recommended
05Tax
Checklist · Free PDF
Partnership Year-End Checklist
Organize partner activity, capital, guaranteed payments, debt, allocations, ownership changes, and supporting books for a partnership return.
Free PDF resourceProfessional review recommended
06Tax
Checklist · Free PDF
Nonprofit Form 990 Records Checklist
Gather governance, program, revenue, expense, compensation, donor, grant, and related-party records for a nonprofit filing conversation.
Free PDF resourceProfessional review recommended
07Tax
Workbook · Free PDF
Tax Notice Response Workbook
Turn a tax notice into a dated issue summary, evidence index, response position, responsibility map, and controlled submission package.
Free PDF resourceProfessional review recommended
08Tax
Workbook · Free PDF
Estimated Tax Planning Workbook
Compare current-year income, withholding, payments, safe-harbor considerations, cash timing, and scenario changes before making estimated payments.
Free PDF resourceProfessional review recommended
09Tax
Workbook · Free PDF
Entity Election Decision Brief
Frame the facts, goals, tradeoffs, payroll implications, administrative burden, and professional questions behind an entity-tax election decision.
Free PDF resourceProfessional review recommended
10Tax
Checklist · Free PDF
New-Business Tax Setup Checklist
Sequence federal, state, local, payroll, sales-tax, bookkeeping, recordkeeping, and filing-calendar setup for a new business.
Free PDF resourceProfessional review recommended
11Tax
Workbook · Free PDF
Home-Office Documentation Workbook
Document the space, business use, dates, direct costs, shared costs, and supporting evidence relevant to a home-office review.
Free PDF resourceProfessional review recommended
12Tax
Template · Free PDF
Business Vehicle & Mileage Log
Create a repeatable record of vehicle details, business purpose, route, mileage, actual costs, reimbursements, and supporting evidence.
Free PDF resourceProfessional review recommended
13Tax
Workbook · Free PDF
Rental Property Tax Organizer
Organize property activity, rents, deposits, repairs, improvements, debt, owner use, travel, and disposition information by property.
Free PDF resourceProfessional review recommended
14Tax
Workbook · Free PDF
Digital Asset Activity Organizer
Inventory wallets, exchanges, transfers, purchases, sales, income events, fees, missing basis, and supporting exports for professional review.
Free PDF resourceProfessional review recommended
15Tax
Checklist · Free PDF
Contractor 1099 Readiness Checklist
Review payee records, classification questions, payment totals, exclusions, corrections, delivery, and filing responsibilities before information returns are due.
Free PDF resourceProfessional review recommended
16Tax
Workbook · Free PDF
Payroll Tax Reconciliation Workbook
Reconcile payroll registers, deposits, quarterly returns, annual forms, benefits, owner payroll, and general-ledger balances.
Free PDF resourceProfessional review recommended
17Tax
Workbook · Free PDF
Sales Tax Readiness Workbook
Map products, channels, jurisdictions, registrations, taxability, marketplace activity, filing periods, exemptions, and unresolved nexus questions.
Free PDF resourceProfessional review recommended
18Tax
Checklist · Free PDF
Year-End Bookkeeping Close Checklist
Close the books with reconciled cash, receivables, payables, payroll, debt, equity, inventory, fixed assets, and exception support.
Free PDF resourceProfessional review recommended
19Tax
Template · Free PDF
Depreciable Asset Register
Track placed-in-service dates, cost, business use, location, financing, improvements, disposition, and documentation for depreciable assets.
Free PDF resourceProfessional review recommended
20Tax
Workbook · Free PDF
Charitable Contribution Organizer
Separate cash and noncash gifts, recipient information, dates, acknowledgments, valuation support, benefits received, and carryover questions.
Free PDF resourceProfessional review recommended
21Tax
Workbook · Free PDF
Retirement Contribution Planning Brief
Prepare income, plan coverage, contribution history, deadlines, employer activity, and planning questions for a retirement-contribution discussion.
Free PDF resourceProfessional review recommended
22Tax
Checklist · Free PDF
Education Credit Records Checklist
Organize student, institution, tuition, assistance, scholarship, dependent, and prior-credit information relevant to education benefits.
Free PDF resourceProfessional review recommended
23Tax
Checklist · Free PDF
Tax Extension Readiness Checklist
Identify what an extension does, estimate missing tax, reconcile payments, document assumptions, and assign post-extension completion steps.
Free PDF resourceProfessional review recommended
24Tax
Checklist · Free PDF
Tax Authorization Preparation Checklist
Prepare taxpayer identity, periods, forms, representative details, authority scope, delivery, revocation, and recordkeeping questions for approved authorization forms.
Free PDF resourceProfessional review recommended
25Tax
Workbook · Free PDF
Missing Tax Documents Action List
Track every missing record by source, purpose, request date, secure delivery method, owner, due date, substitute evidence, and resolution.
Free PDF resourceProfessional review recommended
26Technology
Workbook · Free PDF
IT Asset & Software Inventory
Create an owner-based inventory of devices, software, access, data, vendors, patching, recovery, and retirement status.
Free PDF resourceVerify current requirements
27Technology
Template · Free PDF
SaaS Application Inventory
Track every cloud application, business owner, administrator, users, data, integrations, contract, cost, authentication, and exit path.
Free PDF resourceVerify current requirements
28Technology
Workbook · Free PDF
Vendor & Software Due-Diligence Workbook
Evaluate workflow fit, pilot evidence, security, privacy, data rights, integrations, total cost, contract risk, and exit readiness.
Free PDF resourceVerify current requirements
29Technology
Workbook · Free PDF
AI Use-Case Intake
Define the business outcome, users, inputs, data sensitivity, decision impact, human review, failure modes, and measurement for a proposed AI use case.
Free PDF resourceVerify current requirements
30Technology
Workbook · Free PDF
AI Prompt Design Workbook
Specify the outcome, context, evidence, constraints, output contract, and acceptance test behind serious AI work.
Free PDF resourceVerify current requirements
31Technology
Checklist · Free PDF
AI Data-Handling Checklist
Decide what information may enter an AI system, what must be removed, who approves exceptions, where outputs are stored, and how incidents are reported.
Free PDF resourceVerify current requirements
32Technology
Workbook · Free PDF
AI Output Review Workbook
Review an AI-assisted result for factual support, missing context, bias, privacy, decision risk, tone, completeness, and accountable human approval.
Free PDF resourceVerify current requirements
33Technology
Template · Free PDF
Access Control Matrix
Map roles to systems, privileges, approvals, sensitive actions, review dates, segregation concerns, and removal requirements.
Free PDF resourceVerify current requirements
34Technology
Checklist · Free PDF
IT Onboarding & Offboarding Checklist
Coordinate devices, accounts, authentication, data access, training, role changes, asset return, access revocation, and evidence.
Free PDF resourceVerify current requirements
35Technology
Checklist · Free PDF
Secure Remote-Work Setup Checklist
Prepare the person, device, identity, network, workspace, data handling, support, and offboarding controls for remote work.
Free PDF resourceVerify current requirements
36Technology
Workbook · Free PDF
Incident Response Workbook
Create a time-stamped record of detection, severity, decisions, containment, evidence, communication, recovery, and corrective action.
Free PDF resourceVerify current requirements
37Technology
Workbook · Free PDF
Business Continuity Plan
Identify critical services, dependencies, minimum operating levels, alternate methods, decision authority, communication, and restoration priorities.
Free PDF resourceVerify current requirements
38Technology
Workbook · Free PDF
Disaster Recovery Test Workbook
Plan and record a recovery exercise with scope, assumptions, participants, test evidence, timing, failures, decisions, and remediation.
Free PDF resourceVerify current requirements
39Technology
Checklist · Free PDF
Backup Verification Checklist
Verify backup ownership, protected systems, frequency, retention, encryption, isolation, monitoring, restore testing, and exception handling.
Free PDF resourceVerify current requirements
40Technology
Template · Free PDF
Cyber Risk Register
Track technology risks by asset, threat, weakness, impact, likelihood, existing control, owner, treatment, due date, and evidence.
Free PDF resourceVerify current requirements
41Technology
Workbook · Free PDF
Security Awareness Training Plan
Plan role-based security education, scenarios, delivery, completion, reinforcement, testing, exceptions, and effectiveness measures.
Free PDF resourceVerify current requirements
42Technology
Template · Free PDF
Phishing Incident Intake
Capture the message, reporter, time, interaction, credentials, attachments, affected systems, containment, evidence, and follow-up.
Free PDF resourceVerify current requirements
43Technology
Workbook · Free PDF
Data Classification Workbook
Define data classes, examples, owners, approved storage, transfer, access, retention, disposal, and exception rules.
Free PDF resourceVerify current requirements
44Technology
Workbook · Free PDF
Privacy Data Inventory
Map personal data by source, purpose, individual, field, system, vendor, location, access, retention, transfer, and deletion process.
Free PDF resourceVerify current requirements
45Technology
Workbook · Free PDF
Website Pre-Launch Trust & Quality Review
Review identity, accessibility, claims, privacy, security, conversion, analytics, search, and ownership before launch.
Free PDF resourceVerify current requirements
46Technology
Template · Free PDF
Technology Change Request
Document the reason, scope, systems, risk, dependencies, testing, approvals, communication, implementation, rollback, and validation for a change.
Free PDF resourceVerify current requirements
47Technology
Workbook · Free PDF
SaaS Renewal Review
Decide whether to renew, resize, renegotiate, replace, or retire software using adoption, outcome, risk, cost, contract, and exit evidence.
Free PDF resourceVerify current requirements
48Technology
Workbook · Free PDF
MFA Rollout Plan
Sequence authentication policy, application coverage, enrollment, recovery, exceptions, communication, support, enforcement, and verification.
Free PDF resourceVerify current requirements
49Technology
Checklist · Free PDF
Third-Party Access Review
Review every vendor and contractor account for sponsor, purpose, system, privilege, authentication, activity, expiration, and removal evidence.
Free PDF resourceVerify current requirements
50Technology
Workbook · Free PDF
Technology Roadmap Workbook
Prioritize technology work using business outcomes, current-state pain, risk, effort, dependency, owner, timing, measure, and stop-doing choices.
Free PDF resourceVerify current requirements
51Business Consulting & Compliance
Workbook · Free PDF
Business Compliance Calendar
Track recurring federal, state, local, tax, licensing, insurance, governance, and contract obligations with owners, evidence, and escalation dates.
Free PDF resourceProfessional review recommended
52Business Consulting & Compliance
Workbook · Free PDF
Entity & Registration Record
Maintain one controlled record of entity formation, tax registrations, assumed names, locations, responsible parties, renewals, and professional contacts.
Free PDF resourceProfessional review recommended
53Business Consulting & Compliance
Template · Free PDF
License & Permit Tracker
Track issuing authority, license scope, location, responsible person, renewal cycle, conditions, fees, evidence, and status without guessing at requirements.
Free PDF resourceProfessional review recommended
54Business Consulting & Compliance
Checklist · Free PDF
Annual Report & Filing Checklist
Prepare entity, ownership, address, officer, registered-agent, jurisdiction, fee, approval, submission, and confirmation information for annual filings.
Free PDF resourceProfessional review recommended
55Business Consulting & Compliance
Template · Free PDF
Business Policy Register
Inventory policies by purpose, owner, audience, authority, approval, version, training, exception process, evidence, and review date.
Free PDF resourceProfessional review recommended
56Business Consulting & Compliance
Workbook · Free PDF
Standard Operating Procedure Builder
Turn recurring work into a usable procedure with triggers, inputs, roles, steps, controls, exceptions, evidence, measures, and change ownership.
Free PDF resourceProfessional review recommended
57Business Consulting & Compliance
Workbook · Free PDF
Small-Business Internal Controls Workbook
Map cash, purchasing, payroll, access, approvals, reconciliation, reporting, and exception controls to accountable owners and evidence.
Free PDF resourceProfessional review recommended
58Business Consulting & Compliance
Template · Free PDF
Delegation of Authority Matrix
Define who may request, approve, sign, spend, change, access, hire, contract, and escalate within documented limits.
Free PDF resourceProfessional review recommended
59Business Consulting & Compliance
Workbook · Free PDF
Contract & Renewal Register
Track agreements, owners, counterparties, terms, spend, notice windows, obligations, data access, performance, renewal decisions, and exit steps.
Free PDF resourceProfessional review recommended
60Business Consulting & Compliance
Workbook · Free PDF
Business Vendor Due-Diligence Workbook
Evaluate business fit, ownership, references, financial exposure, security, privacy, insurance, service terms, dependencies, and exit readiness before approval.
Free PDF resourceProfessional review recommended
61Business Consulting & Compliance
Template · Free PDF
Operational Risk Register
Record process risks by cause, event, impact, likelihood, control, owner, treatment, deadline, residual exposure, and review evidence.
Free PDF resourceProfessional review recommended
62Business Consulting & Compliance
Workbook · Free PDF
Incident & Complaint Log
Capture operational incidents and complaints with dates, people, facts, impact, evidence, response, escalation, root cause, and corrective action.
Free PDF resourceProfessional review recommended
63Business Consulting & Compliance
Workbook · Free PDF
Records Retention Schedule Builder
Map record classes to owners, systems, legal or business rationale, retention trigger, minimum period, hold rules, disposal, and proof.
Free PDF resourceProfessional review recommended
64Business Consulting & Compliance
Workbook · Free PDF
Privacy Request Intake & Routing
Route privacy-related requests by requester, identity method, jurisdiction, request type, systems, owner, deadline, exception, response, and evidence.
Free PDF resourceProfessional review recommended
65Business Consulting & Compliance
Checklist · Free PDF
Workforce Onboarding Compliance Checklist
Coordinate role approval, classification review, required forms, policies, training, payroll, access, equipment, acknowledgment, and evidence.
Free PDF resourceProfessional review recommended
66Business Consulting & Compliance
Workbook · Free PDF
Worker Classification Preparation Workbook
Organize behavioral control, financial control, relationship facts, agreements, benefits, duration, business integration, and advisor questions before classification decisions.
Free PDF resourceProfessional review recommended
67Business Consulting & Compliance
Workbook · Free PDF
Payroll Compliance Calendar
Coordinate payroll processing, deposits, returns, wage statements, state and local obligations, reconciliations, notices, and evidence by responsible owner.
Free PDF resourceProfessional review recommended
68Business Consulting & Compliance
Workbook · Free PDF
Business Insurance Coverage Review
Inventory coverage, limits, deductibles, locations, operations, people, assets, cyber exposure, certificates, exclusions, claims, and renewal decisions.
Free PDF resourceProfessional review recommended
69Business Consulting & Compliance
Template · Free PDF
Management Meeting Pack
Run decision-focused meetings with objectives, metrics, risks, commitments, decisions, owners, due dates, evidence, and follow-up.
Free PDF resourceProfessional review recommended
70Business Consulting & Compliance
Workbook · Free PDF
Business KPI Scorecard
Define outcomes, drivers, formulas, sources, owners, thresholds, cadence, commentary, action triggers, and data-quality checks.
Free PDF resourceProfessional review recommended
71Business Consulting & Compliance
Workbook · Free PDF
Business Process Mapping Workbook
Document a process from trigger to outcome with customers, inputs, roles, systems, handoffs, decisions, controls, delays, defects, and improvement targets.
Free PDF resourceProfessional review recommended
72Business Consulting & Compliance
Workbook · Free PDF
Corrective Action Plan
Turn a finding, failure, complaint, or audit issue into containment, root-cause analysis, actions, owners, deadlines, verification, and closure evidence.
Free PDF resourceProfessional review recommended
73Business Consulting & Compliance
Template · Free PDF
Regulatory Change Log
Track proposed and final requirements by authority, applicability, effective date, impact, interpretation owner, implementation tasks, evidence, and monitoring status.
Free PDF resourceProfessional review recommended
74Business Consulting & Compliance
Template · Free PDF
Document Control Register
Control policies, procedures, forms, templates, and evidence by owner, version, approval, effective date, access, review cycle, supersession, and retention.
Free PDF resourceProfessional review recommended
75Business Consulting & Compliance
Workbook · Free PDF
90-Day Business Improvement Plan
Sequence one business constraint into baseline, priorities, owners, weekly actions, risks, evidence, decisions, and a controlled next-quarter handoff.
Free PDF resourceProfessional review recommended
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Each public resource has a defined purpose, a short description of when to use it, and a label showing when qualified professional review may still be needed.
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