THOUGHTFUL SPREADSHEET TEMPLATES

Self-Employed Tax Organizer

Keep your tax records together.

Organize self-employed income, expenses, mileage and estimated quarterly tax payments in one spreadsheet.

Spreadsheet templateDigital product

Self-Employed Tax Organizer — Dashboard product preview shown in a laptop

A closer look at Self-Employed Tax Organizer.

A TOOL THAT FITS YOUR DAY

Self-Employed Tax Organizer,
with a little more clarity.

This Self-Employed Tax Organizer is a ready-to-use spreadsheet for Google Sheets and Excel. Log your income with the 1099 form type and platform fees, your expenses by Schedule C line, and your business miles. A safe-harbor minimum, a home office calculator, a 1099 checker and a Schedule C summary for your preparer are included. Estimates only, not tax advice. Type in the yellow cells; everything else is calculated for you.

Designed for self-employed people organising tax records.

01 / THE DETAILS

Start Here

quick setup guide

02 / THE DETAILS

Dashboard

income, deductions, net profit, self-employment tax, estimated total tax, paid so far, still to set aside, next payment due, charts

03 / THE DETAILS

Quarterly

due dates, profit per period, suggested payment, safe-harbor minimum, what you paid and status

04 / THE DETAILS

Income

payments with payer, 1099 form type (NEC, K, MISC, no form) and platform fees

05 / THE DETAILS

Expenses

costs by Schedule C line with business % and meals at 50%

06 / THE DETAILS

Home Office

simplified ($5 per sq ft) and regular method

07 / THE DETAILS

Schedule C

totals by line, ready for your tax preparer

08 / THE DETAILS

1099 Tracker

every form you get checked against your records

09 / THE DETAILS

Deductions Checklist

22 deductions self-employed people often miss

10 / THE DETAILS

Setup

tax year, filing status, W-2 wages, state %, last year's tax, mileage rates, due dates and lists

SIMPLE BY DESIGN

A few things
worth knowing.

Before you get started

Estimates only. Not tax, legal or financial advice. Credits, itemized deductions and AMT are not included.
Check the matching Etsy listing for current availability, included files and setup instructions.
Enter your own information and review the results. Check the listing for supported spreadsheet software before purchase.

MAKE ROOM FOR YOUR EVERYDAY

Make Self-Employed Tax Organizer
part of your day.

Find the full template and included files on Etsy.

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