Bundle - 3 Templates
Tax Season Preparation Bundle
Tax season goes smoother when you track income, deductions, and finances throughout the year. This bundle pairs a dedicated tax planner with budgeting and financial planning tools so nothing slips through the cracks.
Why This Bundle
Why Year-Round Tracking Beats Last-Minute Tax Prep
Most people spend hours (or days) gathering documents and receipts at tax time. Tracking finances throughout the year means tax prep is mostly done before you even start.
Track deductions as they happen
The tax planner organizes deductions by category as you go. Charitable donations, business expenses, medical costs - log them when they happen instead of digging through receipts later.
Know your income from all sources
Salary, freelance work, investments, side income - the financial planning template and tax planner together ensure every income source is accounted for and nothing surprises you at filing time.
Plan quarterly estimated payments
If you owe estimated taxes, the tax planner helps calculate and track quarterly payments. The annual budget ensures those payments fit into your overall spending plan.
Bundle savings
Get all three templates for $59 instead of $127 individually. A practical investment in year-round financial organization.
What's Included
How Each Template Helps With Tax Preparation
Annual Tax Planner
$49 individuallyThe core of your tax prep system. Track income by source, organize deductions by category, calculate estimated quarterly payments, and have everything ready when filing season arrives.
View templateAnnual Budgeting Planner
$39 individuallySee how tax payments and refunds fit into your annual budget. Plan for quarterly estimated payments, set aside money for tax obligations, and adjust spending around tax season.
View templateFinancial Planning
$39 individuallyThe big-picture view of your finances that feeds into tax planning. Track all income sources, understand your cash flow, and see how tax obligations relate to your overall financial goals.
View templateSee the Templates
What you get in this bundle
Browse screenshots from all 3 templates included in this bundle. Each template is a separate Google Sheets file you can customize to fit your needs.
- 3 complete spreadsheet templates
- Automatic calculations and charts
- Fully customizable categories
- Works in Google Sheets (free)
- Your data stays in your Google Drive
Complete financial overview with net worth and goals
Set and track progress toward financial milestones
Full year budget overview with monthly breakdown
See how your budget is allocated across categories
Annual tax overview with key figures
Detailed tax breakdown and projections
Common Questions
Tax Season Preparation Bundle - FAQ
When should I start using the tax planner?
The earlier in the year, the better. Starting in January means you capture everything. But even starting mid-year is valuable - you can backfill what you remember and track everything going forward.
Does this replace tax preparation software?
No - these templates help you organize and track your finances throughout the year. When it is time to file, you bring this organized data to your preferred filing method, whether that is software or a tax professional.
I am self-employed - is this helpful for me?
Particularly so. Self-employed individuals often have multiple income sources, more deductions to track, and quarterly estimated payments to manage. The tax planner handles all of these.
Can I track expenses for multiple years?
Each template is designed for one year. For a new tax year, make a fresh copy of each template. Your previous years stay intact for reference.
What types of deductions can I track?
The categories are fully customizable. Add whatever deduction types apply to your situation - home office, medical, charitable, education, business expenses, and more.
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Get the Tax Season Preparation Bundle
3 templates, one purchase. No subscription. Your financial data stays in your Google Drive.