5 Free Templates
Free Tax Planning Templates for Excel & Google Sheets
Deduction trackers, tax calculators, and quarterly payment planners.
About These Tax Planning Templates
Deduction trackers, tax calculators, and quarterly payment planners. Each template includes a dashboard with key metrics, formula-driven calculations, and realistic sample data. Download any template instantly - they work in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required.
All Tax Planning Templates
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.
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