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
Year-round log of tax-deductible expenses with category and amount.
Self-Employment Tax Calculator
Approximate SE tax (SS + Medicare) on self-employment net earnings.
Quarterly Tax Payment Tracker
Estimated tax payment schedule for Q1-Q4 with payment date and amount.
Donation & Giving Tracker
Charitable contributions log for year-end tax deductions.
1099 Income Tracker
Log 1099 income from multiple clients and sources through the tax year.
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