Taxes
Tax Worksheets and Lesson Plans for Teachers
Classroom-ready worksheets, video lessons, and interactive worksheet generators for teaching taxes — from sales tax basics through W-2s, W-4s, and completing a 1040. Grades 3–12 and adult ed.
About This Section
This section brings together MoneyInstructor tax worksheets, video lessons, and interactive generators for teaching income tax, sales tax, tax forms, and the filing process. Materials span Grades 3–12 and adult education.
You’ll find free video lessons, free HTML lessons covering the basics of filing, and member interactive generators for W-2s, W-4s, income tax practice, and tax deductions — organized from foundational concepts through real-world filing. Each card shows the resource type and what’s included free vs. with a MoneyInstructor membership.
Featured Resources
Tax resources for every grade level
A selection of worksheets, lesson plans, and video lessons from the MoneyInstructor tax library — organized from foundational concepts through real-world filing practice.
Foundational
What Are Taxes? Video Lesson
Covers the basics of what taxes are, why we pay them, and the different types students will encounter.
Grades 3–12 · Video Lesson · Free Resource
Chores and Taxes Worksheet Generator
An interactive generator that teaches basic federal income tax concepts using a familiar chores-and-earnings scenario — calculating taxes on simple earned income.
Grades 3–6 · Interactive Generator · Full Membership
Sales Tax Introduction
Two levels of sales tax practice worksheets — students calculate sales tax on everyday purchases.
Grades 3–8 · Member Worksheet · Full Membership
Tax Forms & Payroll
W-4 Form Worksheet Generator
An interactive generator for practicing the W-4 — students learn about withholding allowances, exemptions, and how the form determines paycheck deductions.
Grades 9–12 · Interactive Generator · Full Membership
W-2 Form Worksheet Generator
An interactive generator for reading and understanding the W-2 — box-by-box breakdown of wages, withholdings, and year-end tax reconciliation.
Grades 9–12 · Interactive Generator · Full Membership
Filing & Advanced
Income Tax Worksheet Generator
An interactive generator for completing a practice income tax return — standard vs. itemized deductions, filing status, and calculating refund or amount owed.
Grades 9–12 · Interactive Generator · Full Membership
Tax Deductions Worksheet Generator
Students practice standard vs. itemized deduction calculations — identifying deductible expenses, calculating adjusted gross income, and determining taxable income.
Grades 9–12 · Interactive Generator · Full Membership
How to File Taxes – Tax Filing Video
A step-by-step video guide to the basics of filing a tax return — from gathering documents to submitting.
Grades 9–12 + Adult · HTML Lesson + Video · Free Lesson / Member Worksheet
Paychecks & Pay Stubs
These pay stub, paycheck, and payroll resources live in our Budgeting & Paychecks section but pair naturally with W-4 and W-2 lessons here. Use them to help students connect tax forms and deductions to the take-home pay they actually see.
What Is a Paycheck? Video Lesson
Introduces the core paycheck concept — what a paycheck is, gross vs. net pay, and what to expect on payday. A good first-week anchor before W-4 lessons.
Grades 5–12 · Video Lesson · Free Resource
How to Read a Pay Stub Video Lesson
Walks students through every section of a real pay stub — gross pay, taxes withheld, FICA, deductions, and net pay. Strong follow-on to W-2 and W-4 lessons.
Grades 6–12+ · Video Lesson · Free Resource
Earnings Statement Worksheet Generator
Students practice reading a pay stub — including gross pay, deductions, and net income calculations across randomized and class-set scenarios.
Grades 6–12+ · Interactive Generator · Full Membership
Time Card Worksheet Generator
Generates randomized time-card practice — students calculate total hours worked and gross pay before deductions. Useful for hourly-wage and overtime introductions.
Grades 5–12 · Interactive Generator · Full Membership
Health Insurance & Payroll Deductions Generator
Generates word problems comparing health insurance plan options and calculating monthly payroll deductions for premiums. Ties medical benefits to take-home pay.
Grades 9–12 · Interactive Generator · Full Membership
For older printable worksheets and supplemental materials from the MoneyInstructor archive.
Grade Level Guide
Tax resources by grade level
Why we pay taxes, taxes on chores and allowances, and introductory sales tax concepts.
Sales tax calculations, discount and tax problems, earnings statements, and classroom economy lessons.
W-2, W-4, Form 1040, tax filing basics, income tax word problems, and free filing programs.
Filing extensions, tax-saving tips, the educator expense deduction, and IRS Free File.
These resources are part of the full MoneyInstructor library
Members get unlimited access to worksheets, lesson plans, and teacher resources across every financial literacy topic — taxes, budgeting, credit, banking, and more.