Ultimate Tax Planning Templates
2 advanced tax planning templates for Excel and Google Sheets.
Tax Deduction Tracker Ultimate
A Deduction Log of 150 entries, each with a note, a category, and the schedule the expense belongs to recorded at the point of entry. The Ultimate Tax Deduction Tracker spreadsheet template groups them both ways - a Category Summary with totals, counts, averages and shares, and a Schedule Breakdown setting gross figures against a figure after the limits the workbook models - then spreads categories across months and quarters. Six working sheets. Google Sheets and Excel, one file.
1099 Income Tracker Ultimate
Income and expenses on logs of their own, a hundred rows each, with a deductible percentage applied per expense line. The Ultimate 1099 Income Tracker spreadsheet template totals every client, splits the year into four quarters with their payment dates, and lays the result out against Schedule C line numbers - the sheet you hand to whoever files. Six working sheets, two charts, and a dashboard from gross receipts down to the effective rate. Google Sheets and Excel, one file. No macros, no VBA.
Looking for free templates?
We also offer free tax planning templates with basic features. Try them first, then upgrade to Ultimate.