Sample clients and tax documents to try in Worthy

Last updated: April 25, 2026

To make it easier to experiment with Worthy, we’ve created tax documents, income schedules, IRS forms, and additional supporting material for a number of fictitious clients. Below, you’ll find a few details about each client, along with a link to their sample documents.

Just choose clients that are similar to yours and click on the link to their documents. Drag or download their documents to your computer, then you’ll be able to upload them to Worthy.

Sample clients are listed from most to least complex. Consider adding two or more clients to your Worthy account so you can try cross-book queries. If you’re unable to access these documents, let us know and we’ll find another way to share them with you: hello@withworthy.com


The Young Couple (link to sample data)

New York-based tech executive and business-owning spouse. More than $1,000,000 in annual income, plus multiple equity compensation plans. No children. Documents include:

  • One 1040

  • Several RSU grants

  • Schedule B

  • Schedule C

  • Schedule 1

  • Schedule 2

  • Form 8606

  • Form 8889

  • Form 8995-A


Alabama Farmer Scientist (link to sample data)

Single professional in Alabama with an agricultural property and a side hustle breeding cattle. Documents include:

  • One 1040

  • Schedule 1

  • Schedule 2

  • Schedule E

  • Schedule F

  • Schedule SE

  • Form 4462

  • Form 8895


Blogger Couple (link to sample data)

New York-based couple with over $300,000 in W-2 and business income. Documents include:

  • One 1040

  • Schedule 1

  • Schedule 2

  • Schedule C

  • Schedule E

  • Schedule SE

  • Form 8995


The OfCounsel Family (link to sample data)

Retired California couple, with more than $500,000 in annual income. Documents include:

  • One 1040

  • Schedule B

  • Schedule 2

  • Form 8959

  • Form 8960


Mineral Waterson (link to sample data)

Single upper middle class wage earner living in New Mexico. RSU grants and Itemized medical expenses. Documents include:

  • One 1040

  • RSU grant and refresher

  • Schedule A

  • Schedule 2

  • Form 8959

  • Form 8960


Crescendo Family (link to sample data)

Two working parents with two children in Texas, $115,000 income. One parent is disabled. Documents include:

  • One 1040

  • Schedule 8812


Smith Family (link to sample data)

Young, California-based parents who are mid-level professionals, with a basic investment portfolio and several applicable tax credits. Documents include:

  • One 1040

  • Schedule B

  • Schedule 3


The Shoemaker Family (link to sample data)

Retired couple, living in Washington with less than $100,000 in annual income and a basic investment portfolio. Documents include:

  • One 1040

  • Schedule B


The Grandparent Family (link to sample data)

50+ California couple, with less than $100,000 in annual income and a basic investment portfolio. Documents include:

  • One 1040

  • Schedule B

  • Schedule D


Cataraman Family (link to sample data)

North Carolina couple. Sole wage earner, with more than $185,000 in annual income and no investments or children. Documents include:

  • One 1040


Sarah Johnson (link to sample data)

Entry-level W-2 employee in California with no investments. Documents include:

  • One 1040

  • W-2