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
A dated record of the expenses you are following through the year, each entry carrying a category in your own wording, an amount, and a marker for whether the receipt exists. The Free Tax Deduction Tracker spreadsheet template holds sixteen of those rows on one sheet under a strip showing the total logged and the number of entries. It records and totals rather than working anything out. Google Sheets or Excel, one file. No macros, no VBA, no sign-up.
Self-Employment Tax Calculator
Six inputs and eight results on one working sheet, ending on a quarterly figure. The Free Self-Employment Tax Calculator spreadsheet template shows the reduced base for self-employment tax as its own line, takes federal and state income-tax rates as separate inputs, and divides the estimated total by four. The rates are yours to set rather than ones the file assumes. Google Sheets or Excel. No macros, no VBA, no sign-up.
Quarterly Tax Payment Tracker
Federal and state on separate lines for each quarter, with the real deadlines already in place rather than placeholder dates. The Free Quarterly Tax Payment Tracker spreadsheet template takes the amount and a paid status once a payment has gone, works out what is still due on every line, and keeps its How to Use guide on a second tab. One working sheet, twelve rows, Google Sheets or Excel. No macros, no VBA, no sign-up.
Donation & Giving Tracker
Sixteen rows, and each one takes the date, the organisation, what kind of gift it was, how often it goes, the amount, and whether you have the receipt. The Free Donation & Giving Tracker spreadsheet template keeps a frequency column to separate a one-time gift from a standing one, leaves the type column free text so your own distinction holds, and puts its How to Use guide on a second tab. Google Sheets or Excel, one file. No macros, no VBA, no sign-up.
1099 Income Tracker
Every payment takes a date, a client, the kind of work and an amount, and the Free 1099 Income Tracker spreadsheet template keeps a running total beside it - what has come in, and how many entries stand behind that number. Sixteen rows on one working sheet, a column for the 1099 you expect from each payer, a currency dropdown, and a How to Use tab. So the year is already in one place when the forms arrive. Google Sheets or Excel, one file. No macros, no VBA, no sign-up.
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