Essentials Tax Planning Templates
5 tax planning spreadsheet templates with dashboards, charts, and expanded capacity. One-time $12 per template.
Tax Deduction Tracker
Log tax-deductible expenses throughout the year. Organize deductions by category for easier tax preparation.
Self-Employment Tax Calculator
Estimate self-employment tax liability based on net earnings. Calculate Social Security and Medicare taxes for self-employed individuals.
Quarterly Tax Payment Tracker
Track estimated quarterly tax payments with due dates and amounts. Monitor payment history and remaining obligations for the tax year.
Donation and Giving Tracker
Log charitable donations and contributions throughout the year. Track deductible giving amounts for tax preparation purposes.
1099 Income Tracker
Track income from multiple 1099 sources in one place. Organize non-employee income by payer for accurate tax reporting.
Not sure which to pick?
Try the free version of any tax planning template first. When you're ready for the dashboard and extra capacity, upgrade to Essentials - a one-time $12 purchase.