Essentials Tax Planning Templates
5 tax planning spreadsheet templates with dashboards, charts, and expanded capacity. One-time $19 per template.
Tax Deduction Tracker
Categories come from a fixed list here, so a year can actually be grouped, and a running year-to-date figure is carried on every row. The Essentials Tax Deduction Tracker spreadsheet template takes date, description, category, amount and receipt marker across fifty entries, and its Dashboard shows the total, the largest category, the entry count, the average entry size and how many entries have paperwork on file. Google Sheets and Excel, one file.
Self-Employment Tax Calculator
Gross income less business expenses, so net profit is derived rather than typed in. The Essentials Self-Employment Tax Calculator spreadsheet template works the self-employment tax from its reduced base, deducts half of it before income tax is applied, and estimates income tax on the reduced taxable income. Total tax, after-tax income and a quarterly payment land on the dashboard. Three sheets, Google Sheets and Excel. No macros, no VBA.
Quarterly Tax Payment Tracker
Enter one annual estimate and it splits across the four quarters, each sitting on its real deadline. The Essentials Quarterly Tax Payment Tracker spreadsheet template records the amount you actually paid and the date it went, then derives what remains on each quarter from that estimate. Dashboard, payments sheet and a How to Use guide in one file, Google Sheets and Excel. No macros, no VBA.
Donation & Giving Tracker
Thirty gifts, and the deductible marker sits in a column of its own, so the deductible subtotal is reported apart from everything given. The Essentials Donation & Giving Tracker spreadsheet template runs a year-to-date total down every row, identifies the largest single gift, and puts the dashboard on its own tab ahead of the log. Three working tabs in one file, Google Sheets and Excel. No macros, no VBA.
1099 Income Tracker
Twelve payers, each tagged 1099-NEC, MISC, K, INT or DIV, with anything already withheld recorded next to the gross and the net following on its own. One estimated tax rate sits at the top of the log and drives every estimate under it. The Essentials 1099 Income Tracker spreadsheet template reads all of it back on a dashboard - income, tax already paid, what is left - with a chart of the form mix and the formula cells locked so the log is safe to tab through. Google Sheets and Excel.
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 $19 purchase.