Abstract: An arrangement for recording and collecting federal and state income tax data and related documents includes a taxpayer personal information form, a tax preparer personal information form, and a plurality of specially marked envelopes, each adapted to hold a designated collection of tax related documents indicated on the envelope. For example, one envelope contains a list of sources of income for indicating and holding documents related to various sources of income, while a second envelope contains a list of deductions for indicating and holding deduction-related documents. The first envelope further includes a table with indicia for the entry of data related to gains and losses from the sale of property, stocks or bonds. A third envelope includes a list of other deductions and credits for indicating and holding documents related to any such other deductions and credits, as well as a list of proposed changes to the tax laws for indicating and holding documents related to any such proposed tax law changes.