Annual Tax Planner Template for Google Sheets & Excel
Track your tax situation throughout the year - income from all sources, deductions by category, quarterly estimated payments, and documents needed for filing. Built-in multi-currency support for foreign income. See your estimated tax liability update as you add data.
One-time purchase • 14-day money back guarantee
Ready-to-use Spreadsheet Template
Know Where You Stand Before Tax Season
See Your Tax Picture at a Glance
One view shows your total income by type, deductions by category, and tax benefits. No more scrambling through records when tax season arrives - everything is already organized and totaled.
- Income by source type
- Deductions by category
- Tax benefits summary
Know Your Estimated Tax Liability
Watch your tax picture update automatically as you add income and deductions. See gross tax, deduction benefits, payments made, and balance due - so there are no surprises when filing time comes.
- Gross tax by income type
- Deduction tax benefits
- Balance due or refund estimate
Track Income From Any Source
Employment, self-employment, capital gains, dividends, interest, rental income, royalties - all in one place. For foreign income, enter the currency and exchange rate to see USD-converted amounts and tax withheld.
- 8 income type categories
- Multi-currency conversion
- Tax withheld tracking
Organize Deductions by Category
Log deductions as they happen - business expenses, medical costs, retirement contributions, charitable giving, and more. Each entry includes date, amount, and notes so you have everything ready for filing.
- 8 deduction categories
- Receipt and note tracking
- Running totals by category
Stay on Top of Estimated Taxes
Track quarterly estimated payments with due dates, amounts paid, and running totals. See all four quarters at a glance - useful for self-employed income or other situations requiring estimated payments.
- Q1-Q4 payment tracking
- Due date reminders
- Payment history log
Know What Documents You Have
Check off tax documents as they arrive - W-2s, 1099s, investment statements, and more. See at a glance which documents you have and which you're still waiting for. No more wondering if you have everything.
- Income document checklist
- Deduction receipt tracking
- Completion percentage
Track Exchange Rates Year-Round
Keep accurate records of foreign income with built-in exchange rate tracking. Perfect for international freelancers, remote workers, or anyone with income in multiple currencies.
- Record rates as you receive income
- Calculate accurate USD equivalents
- Document rates for tax filing
Clear Instructions Included
Step-by-step setup guide walks you through configuring your tax rates, adding income sources, and customizing categories. Start tracking in minutes.
- Visual walkthrough of each section
- Examples for common scenarios
- Tips for year-round tracking
Customizable & Flexible
Customize the template to match your tax situation. Add income sources, deduction categories, or modify the document checklist to fit your needs.
- Add custom income types
- Modify deduction categories
- Customize document list
Ready to take control of your finances?
Simple 4-Step Process
How It Works
Download & Setup
Get instant access via Google Sheets or Excel. Configure your tax rates and add documents to track.
Log Throughout the Year
Add income, deductions, and payments as they happen. The template calculates everything automatically.
Monitor Your Position
Check your dashboard anytime to see estimated tax liability, payments made, and documents collected.
File With Confidence
Come tax season, everything is organized and ready. Export or print summaries for your records.
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What Our Customers Say
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"Great tool! Simplifies financial planning without the hassle of complex spreadsheets."
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Built for Results
Why This Template Works
All Income Types
Employment, self-employment, investments, rental, foreign income - all tracked in one place.
No Formulas Needed
Enter numbers in highlighted cells. All calculations happen automatically.
Access Anywhere
Works on desktop, tablet, and phone. Available for Google Sheets and Excel.
Free Updates
All future improvements included at no extra cost.
Your Data Stays Private
Runs locally in your spreadsheet. We never see your financial data.
One-Time Purchase
Pay once, use every tax year. No subscriptions.
Got Questions?
Frequently Asked Questions
Is this template free to use?
This template is not free, but it is available for a one-time purchase. This purchase gives you lifetime access to the template and all future updates.
What do you mean by lifetime access?
Lifetime access means that you will have access to this template for as long as you need it. You will not be required to pay any additional fees for continued access to the template or any future updates.
Do I need to sign up to use this template?
You don't need to create an account with us. The template works in Google Sheets, so you'll need a Google account. If you don't have one, you can create one for free at google.com. After you purchase the template, copy it to your Google Drive, and start using.
What are the benefits of using this template?
This template offers a range of benefits, including: Easy-to-use interface, Customizable to suit your needs, Secure and private, Regular updates and improvements, One-time purchase for lifetime access.
Can I get future updates?
Yes, you will receive all future updates to this template at no additional cost. This ensures that you always have access to the latest features and improvements.
Do you offer any discounts?
At this time, we do not offer any discounts on this template. However, the template is available for a one-time purchase, which provides lifetime access and free updates.
Do you have any access to my financial data?
No, we do not have access to your financial data when you use this template. The template is designed to be used in your own Google Sheets account, ensuring that your financial information remains private and secure.
Is this template financial advice?
Our templates are not financial advice. They are tools designed to help you manage your personal finances more effectively. If you need personalized financial advice, consider consulting with a financial advisor or accountant.
Can I make my own changes and customize this template?
Yes, you can make your own changes and customize this template to suit your needs. The template is designed to be flexible and adaptable, allowing you to add or remove sections, change formulas, and adjust formatting as needed.
Do you offer technical support?
This is a self-service product, and we do not offer technical support. However, if you encounter any issues or have any questions about the template, please contact our team for assistance. Because everyone's financial situation is unique, consider consulting with a financial advisor or accountant if you need personalized financial advice.
Do you offer refunds?
Yes. We offer a 14-day money back guarantee on all paid products. If you're not satisfied for any reason, contact us within 14 days of purchase for a full refund.
Can't find the answer you're looking for? Contact our team
Highlights:
Get Organized for Tax Season
Track income, deductions, and payments throughout the year. One purchase, lifetime access, all updates included.